+528.2%
AMKR vs GIS
-19.5%
+547.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.4% |
| 7D | +8.3% | -6.4% | +14.7% | +8.0% |
| 30D | -6.8% | -6.1% | -0.7% | -7.0% |
| 3M | -31.9% | +7.8% | -39.8% | -32.1% |
| 6M | +18.4% | -8.8% | +27.1% | +19.0% |
| YTD | +31.7% | -19.1% | +50.8% | +33.2% |
| 1Y | +105.2% | -24.8% | +130.0% | +108.9% |
| 3Y | +147.7% | -37.6% | +185.3% | +154.7% |
| 5Y | +99.4% | -25.4% | +124.8% | +92.1% |
| All | +528.2% | -19.5% | +547.7% | +498.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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