+11.8%
SBUX vs AMKR
+125.2%
-113.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.4% |
| 7D | -6.2% | +5.5% | -11.8% | -7.0% |
| 30D | -6.4% | -8.6% | +2.2% | -5.6% |
| 3M | +1.0% | -28.7% | +29.8% | +3.6% |
| 6M | -0.4% | +13.3% | -13.7% | -7.8% |
| YTD | +20.0% | +26.1% | -6.1% | +7.5% |
| 1Y | +22.8% | +101.2% | -78.4% | -2.3% |
| All | +11.8% | +125.2% | -113.3% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling