+145.9%
AMKR vs ARES
+38.2%
+107.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.1% | +4.3% | +3.1% |
| 7D | +8.9% | -2.7% | +11.5% | +10.5% |
| 30D | -2.7% | -2.4% | -0.3% | -1.7% |
| 3M | -27.5% | +3.9% | -31.4% | -29.9% |
| 6M | +19.4% | +26.4% | -7.0% | +0.2% |
| YTD | +30.7% | -14.9% | +45.6% | +41.6% |
| 1Y | +107.9% | -20.4% | +128.3% | +134.5% |
| All | +145.9% | +38.2% | +107.8% | +93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 3y: compounded portfolio wealth divided by compounded ARES 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…
3y analysis · Full analysis span regression · 6 months rolling