+528.2%
AMKR vs IBN
+324.2%
+204.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.9% | +2.6% | +3.6% |
| 7D | +8.3% | -3.0% | +11.3% | +9.7% |
| 30D | -6.8% | -1.5% | -5.3% | -6.3% |
| 3M | -31.9% | +7.9% | -39.9% | -34.7% |
| 6M | +18.4% | +8.6% | +9.7% | +13.4% |
| YTD | +31.7% | -0.6% | +32.2% | +31.2% |
| 1Y | +105.2% | -7.3% | +112.6% | +110.0% |
| 3Y | +147.7% | +26.2% | +121.5% | +117.3% |
| 5Y | +99.4% | +57.8% | +41.5% | +58.9% |
| All | +528.2% | +324.2% | +204.0% | +253.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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