+545.0%
AMKR vs ARES
+1,181.8%
-636.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.3% | +6.8% |
| 7D | +11.1% | -0.3% | +11.5% | +11.2% |
| 30D | -8.1% | +1.3% | -9.4% | -9.0% |
| 3M | -25.6% | +10.4% | -36.0% | -30.0% |
| 6M | +22.5% | +29.0% | -6.5% | +4.6% |
| YTD | +29.1% | -12.2% | +41.3% | +34.5% |
| 1Y | +105.7% | -18.4% | +124.1% | +122.4% |
| 3Y | +133.2% | +43.2% | +90.0% | +87.2% |
| 5Y | +98.5% | +102.6% | -4.1% | +31.6% |
| 10Y | +490.6% | +1,029.6% | -539.0% | +129.0% |
| All | +545.0% | +1,181.8% | -636.9% | +140.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling