+280.4%
SHW vs AMKR
+547.1%
-266.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.4% | -2.6% | +1.2% |
| 7D | -3.1% | +8.3% | -11.4% | -4.4% |
| 30D | -10.0% | -6.8% | -3.3% | -9.4% |
| 3M | +2.3% | -31.9% | +34.2% | +6.1% |
| 6M | +0.7% | +18.4% | -17.7% | -6.6% |
| YTD | +0.5% | +31.7% | -31.2% | -9.5% |
| 1Y | -11.5% | +105.2% | -116.7% | -27.8% |
| 3Y | +21.3% | +147.7% | -126.4% | -8.9% |
| 5Y | +12.5% | +99.4% | -86.8% | -15.1% |
| All | +280.4% | +547.1% | -266.7% | +98.5% |
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 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