+257.3%
AMKR vs IP
+22.3%
+235.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.3% | +11.9% | +11.2% |
| 7D | +6.8% | -2.8% | +9.6% | +8.8% |
| 30D | -20.8% | +9.2% | -30.0% | -24.7% |
| 3M | -29.7% | -16.1% | -13.6% | -23.5% |
| 6M | -50.2% | +9.6% | -59.7% | -54.4% |
| YTD | -3.0% | -8.8% | +5.8% | -3.5% |
| 1Y | +12.0% | -5.5% | +17.5% | +9.0% |
| 3Y | +67.0% | +19.6% | +47.4% | +29.6% |
| 5Y | +76.5% | -13.5% | +90.0% | +67.7% |
| 10Y | +257.3% | +22.4% | +234.8% | +173.8% |
| All | +257.3% | +22.3% | +235.0% | +173.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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