+30.6%
UPS vs AMKR
+0.7%
+29.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -5.2% | +9.9% | +5.2% |
| 7D | +8.2% | -15.5% | +23.7% | +9.8% |
| 30D | +22.7% | -34.7% | +57.5% | +27.3% |
| 3M | +6.4% | -36.1% | +42.5% | +10.2% |
| 6M | +22.6% | -49.6% | +72.2% | +28.3% |
| YTD | +20.7% | -9.2% | +29.9% | +17.3% |
| 1Y | +30.6% | +1.9% | +28.8% | +24.9% |
| All | +30.6% | +0.7% | +29.9% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling