+8,434.7%
SHOP vs AMKR
+644.4%
+7,790.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.1% |
| 7D | -5.1% | 0.0% | -5.1% | -5.1% |
| 30D | +0.6% | -11.1% | +11.7% | +3.9% |
| 3M | +25.0% | -35.2% | +60.2% | +35.9% |
| 6M | +11.9% | +4.9% | +7.0% | -2.5% |
| YTD | -9.9% | +21.6% | -31.5% | -27.3% |
| 1Y | 0.0% | +98.0% | -98.1% | -34.9% |
| 3Y | +117.5% | +77.8% | +39.7% | +39.3% |
| 5Y | -6.6% | +79.9% | -86.5% | -41.1% |
| 10Y | +3,320.3% | +456.9% | +2,863.4% | +1,252.1% |
| All | +8,434.7% | +644.4% | +7,790.3% | +2,979.5% |
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