+210.0%
SHEL vs AMKR
+547.1%
-337.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.6% | +0.1% |
| 7D | +4.1% | +8.3% | -4.2% | +2.6% |
| 30D | +8.4% | -6.8% | +15.2% | +9.2% |
| 3M | +13.7% | -31.9% | +45.7% | +18.7% |
| 6M | +12.7% | +18.4% | -5.7% | +3.8% |
| YTD | +35.3% | +31.7% | +3.6% | +20.4% |
| 1Y | +39.4% | +105.2% | -65.9% | +11.3% |
| 3Y | +71.5% | +147.7% | -76.3% | +23.6% |
| 5Y | +195.0% | +99.4% | +95.7% | +112.2% |
| All | +210.0% | +547.1% | -337.1% | +34.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling