+90.9%
AMKR vs IAG
+796.9%
-706.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.4% | -3.2% |
| 7D | +5.5% | -4.1% | +9.6% | +6.2% |
| 30D | -8.6% | +10.6% | -19.2% | -10.1% |
| 3M | -28.7% | +35.4% | -64.1% | -32.0% |
| 6M | +13.3% | -9.5% | +22.8% | +13.3% |
| YTD | +26.1% | +21.8% | +4.2% | +21.5% |
| 1Y | +101.2% | +84.1% | +17.0% | +85.1% |
| 3Y | +127.7% | +817.4% | -689.6% | +74.8% |
| 5Y | +90.9% | +830.1% | -739.2% | +26.5% |
| All | +90.9% | +796.9% | -706.0% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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