+528.2%
AMKR vs IAU
+220.2%
+308.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.9% | +4.3% |
| 7D | +8.3% | -2.0% | +10.3% | +8.9% |
| 30D | -6.8% | -1.5% | -5.2% | -6.3% |
| 3M | -31.9% | +3.3% | -35.2% | -32.6% |
| 6M | +18.4% | -16.2% | +34.6% | +23.4% |
| YTD | +31.7% | +0.7% | +31.0% | +32.3% |
| 1Y | +105.2% | +19.2% | +86.0% | +100.6% |
| 3Y | +147.7% | +124.4% | +23.3% | +116.7% |
| 5Y | +99.4% | +140.0% | -40.7% | +69.5% |
| All | +528.2% | +220.2% | +308.0% | +485.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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