+96.6%
AMKR vs ILMN
-54.6%
+151.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.1% | +2.2% |
| 7D | +8.9% | -3.9% | +12.7% | +10.2% |
| 30D | -2.7% | +6.9% | -9.6% | -5.4% |
| 3M | -27.5% | +28.1% | -55.6% | -34.4% |
| 6M | +19.4% | +65.0% | -45.6% | -2.0% |
| YTD | +30.7% | +56.3% | -25.6% | +8.9% |
| 1Y | +107.9% | +108.7% | -0.8% | +53.2% |
| 3Y | +136.1% | +33.1% | +103.0% | +95.0% |
| 5Y | +96.6% | -54.1% | +150.7% | +156.4% |
| All | +96.6% | -54.6% | +151.2% | +156.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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