+501.5%
AMKR vs DRI
+348.7%
+152.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.1% |
| 7D | +5.5% | -4.8% | +10.3% | +7.9% |
| 30D | -8.6% | -5.2% | -3.4% | -6.7% |
| 3M | -28.7% | +2.7% | -31.4% | -30.7% |
| 6M | +13.3% | +3.6% | +9.7% | +9.2% |
| YTD | +26.1% | +15.4% | +10.7% | +14.4% |
| 1Y | +101.2% | +1.3% | +99.9% | +93.4% |
| 3Y | +127.7% | +53.1% | +74.6% | +74.8% |
| 5Y | +90.9% | +64.6% | +26.3% | +40.8% |
| All | +501.5% | +348.7% | +152.7% | +210.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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