-14.7%
SHOP vs AMKR
+88.0%
-102.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | +1.2% |
| 7D | -13.2% | +5.5% | -18.7% | -15.4% |
| 30D | -17.0% | -8.6% | -8.4% | -15.0% |
| 3M | +17.0% | -28.7% | +45.7% | +23.3% |
| 6M | -2.1% | +13.3% | -15.4% | -23.6% |
| YTD | -21.4% | +26.1% | -47.4% | -44.3% |
| 1Y | -11.0% | +101.2% | -112.2% | -54.0% |
| 3Y | +100.9% | +127.7% | -26.8% | -19.3% |
| 5Y | -14.7% | +90.9% | -105.6% | -66.9% |
| All | -14.7% | +88.0% | -102.7% | -66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling