+96.6%
AMKR vs AR
+148.2%
-51.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | +8.9% | -1.2% | +10.0% | +9.2% |
| 30D | -2.7% | +5.5% | -8.2% | -4.1% |
| 3M | -27.5% | +12.9% | -40.3% | -30.1% |
| 6M | +19.4% | +0.1% | +19.3% | +17.7% |
| YTD | +30.7% | +13.5% | +17.2% | +23.8% |
| 1Y | +107.9% | +21.6% | +86.3% | +93.5% |
| 3Y | +136.1% | +46.0% | +90.1% | +108.7% |
| 5Y | +96.6% | +143.7% | -47.1% | +50.6% |
| All | +96.6% | +148.2% | -51.6% | +50.6% |
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