+5,803.9%
UNH vs AMKR
+347.4%
+5,456.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.2% | -2.0% |
| 7D | -1.7% | +8.9% | -10.5% | -2.3% |
| 30D | -3.8% | -2.7% | -1.1% | -3.8% |
| 3M | -4.3% | -27.5% | +23.2% | -2.9% |
| 6M | +38.6% | +19.4% | +19.2% | +34.1% |
| YTD | +20.7% | +30.7% | -10.0% | +15.4% |
| 1Y | +16.0% | +107.9% | -91.9% | +6.3% |
| 3Y | -13.5% | +136.1% | -149.6% | -23.5% |
| 5Y | +3.5% | +96.6% | -93.1% | -8.8% |
| 10Y | +245.3% | +535.0% | -289.7% | +164.0% |
| All | +5,803.9% | +347.4% | +5,456.4% | +3,427.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling