+228.4%
UNH vs AMKR
+547.1%
-318.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.4% | -6.8% | -2.8% |
| 7D | -4.5% | +8.3% | -12.8% | -5.4% |
| 30D | -6.5% | -6.8% | +0.2% | -6.1% |
| 3M | -6.0% | -31.9% | +26.0% | -3.4% |
| 6M | +33.7% | +18.4% | +15.3% | +27.0% |
| YTD | +16.4% | +31.7% | -15.3% | +8.5% |
| 1Y | +10.1% | +105.2% | -95.2% | -3.7% |
| 3Y | -16.3% | +147.7% | -164.1% | -32.1% |
| 5Y | +2.1% | +99.4% | -97.3% | -17.7% |
| All | +228.4% | +547.1% | -318.7% | +83.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling