+4,152.7%
SHW vs AMKR
+342.0%
+3,810.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.2% | -8.5% | -2.9% |
| 7D | -1.2% | +11.1% | -12.3% | -2.3% |
| 30D | -11.6% | -8.1% | -3.5% | -11.1% |
| 3M | +9.1% | -25.6% | +34.7% | +10.7% |
| 6M | -0.7% | +22.5% | -23.2% | -5.1% |
| YTD | +1.4% | +29.1% | -27.7% | -4.3% |
| 1Y | -12.3% | +105.7% | -118.0% | -21.8% |
| 3Y | +23.4% | +133.2% | -109.8% | +6.2% |
| 5Y | +15.0% | +98.5% | -83.5% | -1.1% |
| 10Y | +278.3% | +490.6% | -212.4% | +177.2% |
| All | +4,152.7% | +342.0% | +3,810.7% | +2,441.3% |
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