+49.3%
AMKR vs AR
+74.0%
-24.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.8% | +8.5% | +7.8% |
| 7D | -16.9% | -14.3% | -2.7% | -13.8% |
| 30D | -37.2% | +1.4% | -38.6% | -37.5% |
| 3M | -39.3% | +3.4% | -42.7% | -40.2% |
| 6M | -57.4% | -2.1% | -55.3% | -57.7% |
| YTD | -16.5% | +4.7% | -21.2% | -19.7% |
| 1Y | -6.0% | +10.6% | -16.6% | -11.1% |
| 3Y | +46.2% | +24.6% | +21.6% | +33.4% |
| All | +49.3% | +74.0% | -24.7% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling