+139.2%
SLB vs AMKR
+93.2%
+46.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.9% | -2.0% |
| 7D | +0.4% | +11.1% | -10.7% | -1.8% |
| 30D | +13.6% | -8.1% | +21.7% | +14.9% |
| 3M | +1.5% | -25.6% | +27.1% | +4.9% |
| 6M | +23.0% | +22.5% | +0.5% | +11.5% |
| YTD | +51.2% | +29.1% | +22.1% | +33.8% |
| 1Y | +63.5% | +105.7% | -42.2% | +27.7% |
| 3Y | +2.5% | +133.2% | -130.7% | -27.1% |
| 5Y | +139.2% | +98.5% | +40.7% | +67.4% |
| All | +139.2% | +93.2% | +46.0% | +67.4% |
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