-16.3%
UNH vs AMKR
+135.2%
-151.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.4% | -6.8% | -2.3% |
| 7D | -4.5% | +8.3% | -12.8% | -4.5% |
| 30D | -6.5% | -6.8% | +0.2% | -6.5% |
| 3M | -6.0% | -31.9% | +26.0% | -6.0% |
| 6M | +33.7% | +18.4% | +15.3% | +32.6% |
| YTD | +16.4% | +31.7% | -15.3% | +15.7% |
| 1Y | +10.1% | +105.2% | -95.2% | +11.5% |
| 3Y | -16.3% | +147.7% | -164.1% | -12.9% |
| All | -16.3% | +135.2% | -151.5% | -12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling