+1,092.8%
STX vs AMKR
+88.0%
+1,004.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.9% | -1.1% |
| 7D | +8.0% | +5.5% | +2.5% | +5.5% |
| 30D | +5.1% | -8.6% | +13.7% | +9.6% |
| 3M | +5.8% | -28.7% | +34.5% | +22.2% |
| 6M | +124.9% | +13.3% | +111.7% | +112.2% |
| YTD | +213.9% | +26.1% | +187.8% | +180.0% |
| 1Y | +350.4% | +101.2% | +249.2% | +227.4% |
| 3Y | +1,314.2% | +127.7% | +1,186.5% | +795.3% |
| 5Y | +1,092.8% | +90.9% | +1,001.9% | +644.5% |
| All | +1,092.8% | +88.0% | +1,004.8% | +644.5% |
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