+135.9%
SHOP vs AMKR
+59.6%
+76.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.8% |
| 7D | -1.2% | +10.0% | -11.2% | -3.4% |
| 30D | -14.7% | -19.4% | +4.7% | -11.2% |
| 3M | -7.2% | -37.4% | +30.1% | +1.2% |
| 6M | +54.2% | -51.5% | +105.6% | +71.7% |
| YTD | -8.6% | -8.1% | -0.5% | -24.0% |
| 1Y | +0.5% | +13.8% | -13.3% | -24.6% |
| 3Y | +135.9% | +59.4% | +76.6% | +26.4% |
| All | +135.9% | +59.6% | +76.4% | +26.4% |
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 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