+1.9%
AMKR vs IJR
+24.2%
-22.3%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.3% | -6.5% | -8.4% |
| 7D | -15.5% | +2.3% | -17.8% | -20.4% |
| 30D | -34.7% | +2.8% | -37.5% | -39.4% |
| 3M | -36.1% | -4.6% | -31.4% | -27.6% |
| 6M | -49.6% | +5.7% | -55.3% | -54.9% |
| YTD | -9.2% | +19.9% | -29.1% | -38.5% |
| 1Y | +1.9% | +24.2% | -22.3% | -34.5% |
| All | +1.9% | +24.2% | -22.3% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 1y: compounded portfolio wealth divided by compounded IJR 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…
1y analysis · Full analysis span regression · 6 months rolling