+90.9%
AMKR vs IAU
+138.0%
-47.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -2.9% |
| 7D | +5.5% | -3.4% | +8.9% | +6.9% |
| 30D | -8.6% | -1.1% | -7.5% | -8.2% |
| 3M | -28.7% | +5.8% | -34.5% | -30.1% |
| 6M | +13.3% | -16.9% | +30.2% | +19.4% |
| YTD | +26.1% | +0.1% | +25.9% | +27.0% |
| 1Y | +101.2% | +18.4% | +82.8% | +96.6% |
| 3Y | +127.7% | +123.6% | +4.2% | +95.1% |
| 5Y | +90.9% | +138.7% | -47.9% | +50.4% |
| All | +90.9% | +138.0% | -47.1% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling