+59.4%
AMKR vs ARES
+37.5%
+21.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.3% |
| 7D | +10.0% | +0.5% | +9.6% | +9.7% |
| 30D | -19.4% | +19.7% | -39.1% | -28.3% |
| 3M | -37.4% | -9.0% | -28.4% | -34.4% |
| 6M | -51.5% | +11.5% | -63.0% | -55.6% |
| YTD | -8.1% | -13.8% | +5.7% | -1.8% |
| 1Y | +13.8% | -5.6% | +19.4% | +13.4% |
| 3Y | +59.4% | +36.1% | +23.3% | +35.4% |
| All | +59.4% | +37.5% | +21.9% | +35.4% |
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