+497.7%
SHEL vs AMKR
+347.4%
+150.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | +3.0% | +8.9% | -5.8% | +2.1% |
| 30D | +7.2% | -2.7% | +9.9% | +7.3% |
| 3M | +12.9% | -27.5% | +40.3% | +15.1% |
| 6M | +13.7% | +19.4% | -5.7% | +8.7% |
| YTD | +33.7% | +30.7% | +3.0% | +25.8% |
| 1Y | +37.9% | +107.9% | -70.0% | +22.3% |
| 3Y | +70.2% | +136.1% | -65.9% | +45.4% |
| 5Y | +192.3% | +96.6% | +95.7% | +149.2% |
| 10Y | +207.3% | +535.0% | -327.7% | +122.2% |
| All | +497.7% | +347.4% | +150.3% | +273.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling