+19.0%
SPGI vs AMKR
+130.1%
-111.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.4% | -3.3% |
| 7D | -2.5% | +11.1% | -13.6% | -2.7% |
| 30D | +5.4% | -8.1% | +13.5% | +5.6% |
| 3M | +9.0% | -25.6% | +34.6% | +9.0% |
| 6M | +0.8% | +22.5% | -21.7% | -3.6% |
| YTD | -12.6% | +29.1% | -41.7% | -17.4% |
| 1Y | -16.1% | +105.7% | -121.8% | -25.5% |
| 3Y | +19.0% | +133.2% | -114.2% | -10.6% |
| All | +19.0% | +130.1% | -111.1% | -10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling