+80.9%
AMKR vs IP
-17.2%
+98.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.2% | -0.4% | +0.8% |
| 7D | 0.0% | -5.3% | +5.2% | +2.4% |
| 30D | -11.1% | -10.9% | -0.3% | -6.8% |
| 3M | -35.2% | +11.2% | -46.3% | -39.8% |
| 6M | +4.9% | -10.2% | +15.1% | +7.2% |
| YTD | +21.6% | -2.0% | +23.6% | +18.0% |
| 1Y | +98.0% | -19.1% | +117.1% | +110.2% |
| 3Y | +77.8% | +20.9% | +57.0% | +42.3% |
| All | +80.9% | -17.2% | +98.1% | +80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling