+7.2%
SYK vs AMKR
+96.3%
-89.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.4% | -2.4% | +1.7% |
| 7D | -9.1% | +8.3% | -17.4% | -9.8% |
| 30D | -20.6% | -6.8% | -13.9% | -20.4% |
| 3M | -9.6% | -31.9% | +22.3% | -7.6% |
| 6M | -19.9% | +18.4% | -38.2% | -25.5% |
| YTD | -21.2% | +31.7% | -52.8% | -28.7% |
| 1Y | -28.4% | +105.2% | -133.6% | -41.0% |
| 3Y | -5.3% | +147.7% | -153.1% | -30.2% |
| All | +7.2% | +96.3% | -89.1% | -20.6% |
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 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