+315.9%
AMKR vs GIS
+433.3%
-117.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +1.5% |
| 7D | +8.9% | -8.6% | +17.5% | +10.6% |
| 30D | -2.7% | -0.5% | -2.2% | -2.9% |
| 3M | -27.5% | +11.9% | -39.3% | -30.1% |
| 6M | +19.4% | -11.6% | +31.0% | +21.0% |
| YTD | +30.7% | -16.3% | +47.0% | +33.4% |
| 1Y | +107.9% | -21.8% | +129.7% | +114.9% |
| 3Y | +136.1% | -35.7% | +171.8% | +151.8% |
| 5Y | +96.6% | -22.9% | +119.5% | +93.1% |
| 10Y | +535.0% | -16.8% | +551.8% | +485.2% |
| All | +315.9% | +433.3% | -117.4% | +168.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling