+55.7%
ZTS vs AMKR
+547.1%
-491.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.3% | -0.5% |
| 7D | -3.7% | +8.3% | -12.0% | -4.9% |
| 30D | -0.8% | -6.8% | +6.0% | -0.3% |
| 3M | -9.7% | -31.9% | +22.2% | -6.8% |
| 6M | -38.4% | +18.4% | -56.8% | -42.6% |
| YTD | -41.1% | +31.7% | -72.8% | -46.6% |
| 1Y | -50.6% | +105.2% | -155.9% | -59.0% |
| 3Y | -59.1% | +147.7% | -206.9% | -68.9% |
| 5Y | -62.7% | +99.4% | -162.1% | -71.5% |
| All | +55.7% | +547.1% | -491.4% | -15.0% |
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