+252.0%
AMKR vs AR
+57.2%
+194.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -3.9% | -2.8% |
| 7D | +21.7% | +6.4% | +15.3% | +20.2% |
| 30D | -22.0% | +3.1% | -25.1% | -22.6% |
| 3M | -33.1% | +3.3% | -36.4% | -33.9% |
| 6M | -49.3% | +6.6% | -55.9% | -50.5% |
| YTD | -5.5% | +12.3% | -17.9% | -9.6% |
| 1Y | +8.4% | +12.3% | -3.9% | +3.7% |
| 3Y | +62.7% | +50.4% | +12.2% | +45.1% |
| 5Y | +70.5% | +101.0% | -30.5% | +37.7% |
| All | +252.0% | +57.2% | +194.8% | +136.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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