+90.9%
AMKR vs FIS
-65.9%
+156.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -3.8% |
| 7D | +5.5% | -8.9% | +14.4% | +7.7% |
| 30D | -8.6% | -9.9% | +1.3% | -6.6% |
| 3M | -28.7% | 0.0% | -28.7% | -30.6% |
| 6M | +13.3% | -22.9% | +36.2% | +19.2% |
| YTD | +26.1% | -40.9% | +66.9% | +46.7% |
| 1Y | +101.2% | -40.4% | +141.6% | +132.5% |
| 3Y | +127.7% | -25.4% | +153.1% | +140.1% |
| 5Y | +90.9% | -64.8% | +155.7% | +157.8% |
| All | +90.9% | -65.9% | +156.8% | +157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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