+252.0%
AMKR vs CI
+145.6%
+106.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.0% |
| 7D | +21.7% | -1.7% | +23.5% | +22.4% |
| 30D | -22.0% | +4.9% | -26.9% | -23.9% |
| 3M | -33.1% | +7.4% | -40.5% | -35.6% |
| 6M | -49.3% | +0.4% | -49.7% | -50.8% |
| YTD | -5.5% | +9.5% | -15.0% | -11.7% |
| 1Y | +8.4% | +12.0% | -3.5% | +0.2% |
| 3Y | +62.7% | +7.1% | +55.6% | +41.6% |
| 5Y | +70.5% | +49.3% | +21.2% | +18.0% |
| All | +252.0% | +145.6% | +106.5% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling