+217.2%
UPS vs AMKR
+140.7%
+76.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.4% |
| 7D | -3.7% | +8.9% | -12.5% | -4.6% |
| 30D | -3.7% | -2.7% | -1.0% | -3.7% |
| 3M | -6.6% | -27.5% | +20.9% | -4.4% |
| 6M | +2.6% | +19.4% | -16.8% | -1.2% |
| YTD | +4.8% | +30.7% | -25.9% | -0.5% |
| 1Y | +25.3% | +107.9% | -82.6% | +12.4% |
| 3Y | -26.9% | +136.1% | -163.0% | -36.7% |
| 5Y | -33.5% | +96.6% | -130.1% | -42.3% |
| 10Y | +36.1% | +535.0% | -498.9% | -0.8% |
| All | +217.2% | +140.7% | +76.4% | +94.6% |
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 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