+528.2%
AMKR vs CI
+144.2%
+384.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.5% |
| 7D | +8.3% | -0.1% | +8.4% | +8.3% |
| 30D | -6.8% | +1.8% | -8.5% | -7.7% |
| 3M | -31.9% | -4.2% | -27.7% | -31.8% |
| 6M | +18.4% | +8.8% | +9.5% | +11.5% |
| YTD | +31.7% | +3.7% | +27.9% | +26.7% |
| 1Y | +105.2% | -6.1% | +111.4% | +102.8% |
| 3Y | +147.7% | +4.5% | +143.3% | +118.3% |
| 5Y | +99.4% | +50.5% | +48.8% | +37.8% |
| All | +528.2% | +144.2% | +384.0% | +262.9% |
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