+90.9%
AMKR vs IBN
+52.7%
+38.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -3.2% |
| 7D | +5.5% | -5.5% | +11.0% | +9.0% |
| 30D | -8.6% | -3.4% | -5.2% | -6.9% |
| 3M | -28.7% | +8.7% | -37.4% | -33.1% |
| 6M | +13.3% | +3.7% | +9.6% | +9.5% |
| YTD | +26.1% | -2.4% | +28.4% | +26.3% |
| 1Y | +101.2% | -8.1% | +109.3% | +107.8% |
| 3Y | +127.7% | +26.3% | +101.4% | +80.4% |
| 5Y | +90.9% | +54.9% | +35.9% | +25.8% |
| All | +90.9% | +52.7% | +38.1% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling