+242.5%
AMKR vs AR
+57.4%
+185.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | +10.0% | +7.4% | +2.7% | +8.4% |
| 30D | -19.4% | +5.8% | -25.2% | -20.4% |
| 3M | -37.4% | +5.2% | -42.6% | -38.3% |
| 6M | -51.5% | +5.4% | -56.9% | -52.5% |
| YTD | -8.1% | +12.4% | -20.5% | -12.1% |
| 1Y | +13.8% | +12.8% | +1.0% | +8.7% |
| 3Y | +59.4% | +47.2% | +12.2% | +42.8% |
| 5Y | +65.9% | +101.1% | -35.3% | +33.9% |
| All | +242.5% | +57.4% | +185.1% | +130.3% |
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