+528.2%
AMKR vs IEF
+3.8%
+524.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.3% |
| 7D | +8.3% | -1.3% | +9.6% | +7.5% |
| 30D | -6.8% | -1.7% | -5.0% | -7.6% |
| 3M | -31.9% | -2.5% | -29.4% | -32.8% |
| 6M | +18.4% | -3.3% | +21.6% | +15.9% |
| YTD | +31.7% | -2.8% | +34.5% | +29.4% |
| 1Y | +105.2% | -2.7% | +108.0% | +102.0% |
| 3Y | +147.7% | +8.9% | +138.8% | +160.7% |
| 5Y | +99.4% | -9.4% | +108.8% | +54.7% |
| All | +528.2% | +3.8% | +524.4% | +591.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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