+237.3%
AMKR vs IP
+31.6%
+205.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.9% | +3.7% | +5.1% |
| 7D | -5.3% | -3.0% | -2.3% | -3.5% |
| 30D | -28.7% | +10.6% | -39.4% | -32.6% |
| 3M | -36.6% | -13.6% | -23.0% | -32.0% |
| 6M | -54.2% | +10.4% | -64.6% | -58.2% |
| YTD | -10.9% | -6.5% | -4.4% | -12.5% |
| 1Y | +1.3% | -2.1% | +3.5% | -3.2% |
| 3Y | +60.0% | +22.0% | +38.0% | +23.1% |
| 5Y | +59.3% | -9.7% | +69.0% | +47.7% |
| 10Y | +237.3% | +26.8% | +210.5% | +173.7% |
| All | +237.3% | +31.6% | +205.7% | +173.7% |
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