+184.0%
AMKR vs FIS
+337.0%
-153.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.3% | +4.3% |
| 7D | +8.3% | -7.9% | +16.2% | +13.2% |
| 30D | -6.8% | -8.0% | +1.2% | -2.9% |
| 3M | -31.9% | +0.6% | -32.5% | -35.3% |
| 6M | +18.4% | -22.2% | +40.6% | +28.6% |
| YTD | +31.7% | -40.8% | +72.5% | +68.7% |
| 1Y | +105.2% | -41.5% | +146.8% | +163.1% |
| 3Y | +147.7% | -25.5% | +173.2% | +163.3% |
| 5Y | +99.4% | -64.8% | +164.1% | +219.2% |
| 10Y | +539.7% | -40.1% | +579.8% | +612.8% |
| All | +184.0% | +337.0% | -153.0% | -10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling