+96.6%
AMKR vs DRI
+68.4%
+28.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.9% | +2.0% |
| 7D | +8.9% | -4.8% | +13.7% | +11.4% |
| 30D | -2.7% | -3.9% | +1.2% | -1.2% |
| 3M | -27.5% | +5.1% | -32.5% | -30.6% |
| 6M | +19.4% | +5.5% | +13.9% | +13.4% |
| YTD | +30.7% | +16.5% | +14.2% | +15.9% |
| 1Y | +107.9% | +2.0% | +105.9% | +97.8% |
| 3Y | +136.1% | +54.5% | +81.6% | +66.6% |
| 5Y | +96.6% | +66.6% | +30.0% | +27.8% |
| All | +96.6% | +68.4% | +28.2% | +27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling