+2,993.7%
SHOP vs AMKR
+547.1%
+2,446.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.7% | +0.2% |
| 7D | -11.2% | +8.3% | -19.5% | -14.0% |
| 30D | -14.4% | -6.8% | -7.6% | -13.1% |
| 3M | +16.6% | -31.9% | +48.5% | +25.3% |
| 6M | -0.6% | +18.4% | -18.9% | -18.4% |
| YTD | -20.0% | +31.7% | -51.7% | -38.6% |
| 1Y | -11.2% | +105.2% | -116.4% | -44.9% |
| 3Y | +99.5% | +147.7% | -48.3% | +7.8% |
| 5Y | -13.2% | +99.4% | -112.6% | -49.8% |
| All | +2,993.7% | +547.1% | +2,446.6% | +928.4% |
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