+90.9%
AMKR vs ARES
+90.2%
+0.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.8% | -0.8% | -1.8% |
| 7D | +5.5% | -7.7% | +13.2% | +10.9% |
| 30D | -8.6% | -8.7% | +0.1% | -3.6% |
| 3M | -28.7% | +2.8% | -31.5% | -30.8% |
| 6M | +13.3% | +23.1% | -9.8% | -3.8% |
| YTD | +26.1% | -17.3% | +43.3% | +37.8% |
| 1Y | +101.2% | -24.3% | +125.5% | +132.5% |
| 3Y | +127.7% | +34.9% | +92.8% | +74.7% |
| 5Y | +90.9% | +93.5% | -2.6% | +8.5% |
| All | +90.9% | +90.2% | +0.6% | +8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling