+78.9%
UBER vs AMKR
+96.3%
-17.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.7% | -2.3% |
| 7D | -5.4% | +8.3% | -13.7% | -7.4% |
| 30D | -4.9% | -6.8% | +1.9% | -4.1% |
| 3M | +3.0% | -31.9% | +35.0% | +8.8% |
| 6M | -4.4% | +18.4% | -22.8% | -18.3% |
| YTD | -12.3% | +31.7% | -44.0% | -29.7% |
| 1Y | -24.3% | +105.2% | -129.5% | -50.0% |
| 3Y | +46.4% | +147.7% | -101.3% | -20.9% |
| All | +78.9% | +96.3% | -17.5% | -4.6% |
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