+90.9%
AMKR vs AEIS
+219.6%
-128.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | 0.0% |
| 7D | +5.5% | -0.2% | +5.7% | +5.7% |
| 30D | -8.6% | -16.4% | +7.8% | +6.8% |
| 3M | -28.7% | -11.1% | -17.6% | -19.9% |
| 6M | +13.3% | -12.0% | +25.3% | +26.2% |
| YTD | +26.1% | +30.9% | -4.8% | -0.9% |
| 1Y | +101.2% | +74.3% | +26.9% | +22.7% |
| 3Y | +127.7% | +165.2% | -37.4% | -7.3% |
| 5Y | +90.9% | +220.0% | -129.2% | -35.1% |
| All | +90.9% | +219.6% | -128.7% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling