+1,053.6%
AMKR vs IEF
+128.5%
+925.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +0.8% |
| 7D | +8.9% | -0.3% | +9.2% | +8.4% |
| 30D | -2.7% | -0.6% | -2.1% | -3.5% |
| 3M | -27.5% | -1.0% | -26.5% | -28.6% |
| 6M | +19.4% | -3.1% | +22.5% | +13.0% |
| YTD | +30.7% | -1.9% | +32.6% | +26.2% |
| 1Y | +107.9% | -1.4% | +109.3% | +102.7% |
| 3Y | +136.1% | +9.8% | +126.3% | +170.6% |
| 5Y | +96.6% | -8.8% | +105.4% | +52.9% |
| 10Y | +535.0% | +4.7% | +530.3% | +580.4% |
| All | +1,053.6% | +128.5% | +925.1% | +10,695.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling