+10.2%
SHW vs AMKR
+64.2%
-53.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.1% |
| 7D | +1.9% | +10.0% | -8.1% | +0.8% |
| 30D | +8.1% | -19.4% | +27.5% | +10.0% |
| 3M | -2.8% | -37.4% | +34.6% | +1.4% |
| 6M | +15.0% | -51.5% | +66.5% | +21.5% |
| YTD | +9.0% | -8.1% | +17.1% | +2.3% |
| 1Y | +4.5% | +13.8% | -9.3% | -5.8% |
| 3Y | +41.9% | +59.4% | -17.5% | +12.3% |
| All | +10.2% | +64.2% | -53.9% | -17.0% |
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