+3,868.8%
SPGI vs AMKR
+316.3%
+3,552.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.3% | -1.8% |
| 7D | +0.1% | 0.0% | +0.2% | +0.1% |
| 30D | +8.4% | -11.1% | +19.6% | +9.6% |
| 3M | +11.8% | -35.2% | +47.0% | +15.6% |
| 6M | +5.7% | +4.9% | +0.8% | +1.4% |
| YTD | -9.7% | +21.6% | -31.3% | -15.7% |
| 1Y | -12.5% | +98.0% | -110.5% | -24.3% |
| 3Y | +21.8% | +77.8% | -56.0% | +3.6% |
| 5Y | +8.2% | +79.9% | -71.7% | -10.0% |
| 10Y | +309.5% | +456.9% | -147.4% | +177.2% |
| All | +3,868.8% | +316.3% | +3,552.6% | +2,112.7% |
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