+4,138.0%
SPGI vs AMKR
+214.7%
+3,923.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.4% |
| 7D | +1.2% | +10.0% | -8.8% | -0.1% |
| 30D | +15.9% | -19.4% | +35.3% | +18.3% |
| 3M | +12.3% | -37.4% | +49.7% | +17.5% |
| 6M | +23.7% | -51.5% | +75.2% | +30.9% |
| YTD | -3.5% | -8.1% | +4.5% | -7.7% |
| 1Y | +0.4% | +13.8% | -13.4% | -6.9% |
| 3Y | +29.9% | +59.4% | -29.5% | +11.0% |
| 5Y | +15.2% | +65.9% | -50.7% | -4.1% |
| 10Y | +337.2% | +238.6% | +98.6% | +211.6% |
| All | +4,138.0% | +214.7% | +3,923.3% | +2,322.7% |
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