+91.1%
AMKR vs IJR
+39.9%
+51.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.9% | +3.6% |
| 7D | +8.3% | -2.2% | +10.5% | +11.9% |
| 30D | -6.8% | -4.6% | -2.2% | +0.4% |
| 3M | -31.9% | +0.2% | -32.2% | -31.6% |
| 6M | +18.4% | +14.7% | +3.6% | -0.4% |
| YTD | +31.7% | +18.9% | +12.8% | +6.1% |
| 1Y | +105.2% | +19.9% | +85.3% | +65.4% |
| 3Y | +147.7% | +53.0% | +94.7% | +44.4% |
| All | +91.1% | +39.9% | +51.2% | +31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling