+8,552.4%
SHOP vs AMKR
+462.7%
+8,089.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +1.1% |
| 7D | -1.2% | +10.0% | -11.2% | -4.5% |
| 30D | -14.7% | -19.4% | +4.7% | -9.5% |
| 3M | -7.2% | -37.4% | +30.1% | +5.4% |
| 6M | +54.2% | -51.5% | +105.6% | +79.3% |
| YTD | -8.6% | -8.1% | -0.5% | -20.9% |
| 1Y | +0.5% | +13.8% | -13.3% | -20.7% |
| 3Y | +135.9% | +59.4% | +76.6% | +52.9% |
| 5Y | -11.9% | +65.9% | -77.8% | -43.5% |
| 10Y | +3,608.8% | +238.6% | +3,370.2% | +1,540.8% |
| All | +8,552.4% | +462.7% | +8,089.7% | +3,251.3% |
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