+282.9%
SPGI vs AMKR
+547.1%
-264.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.4% | -0.6% |
| 7D | -7.4% | +8.3% | -15.7% | -8.6% |
| 30D | +0.4% | -6.8% | +7.1% | +1.0% |
| 3M | +5.3% | -31.9% | +37.2% | +9.2% |
| 6M | +1.7% | +18.4% | -16.7% | -6.9% |
| YTD | -16.4% | +31.7% | -48.0% | -26.0% |
| 1Y | -20.5% | +105.2% | -125.7% | -37.1% |
| 3Y | +14.2% | +147.7% | -133.5% | -18.5% |
| 5Y | +0.6% | +99.4% | -98.8% | -27.8% |
| All | +282.9% | +547.1% | -264.3% | +75.0% |
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 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