+528.2%
AMKR vs AEIS
+562.2%
-34.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.9% | -0.5% | +0.6% |
| 7D | +8.3% | +2.3% | +6.0% | +6.5% |
| 30D | -6.8% | -14.8% | +8.0% | +5.9% |
| 3M | -31.9% | -15.6% | -16.4% | -21.0% |
| 6M | +18.4% | -8.7% | +27.1% | +28.1% |
| YTD | +31.7% | +37.3% | -5.7% | +3.6% |
| 1Y | +105.2% | +80.3% | +24.9% | +30.6% |
| 3Y | +147.7% | +177.9% | -30.2% | +11.5% |
| 5Y | +99.4% | +235.8% | -136.5% | -21.3% |
| All | +528.2% | +562.2% | -34.0% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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