+47.6%
AMKR vs IP
-12.0%
+59.6%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.8% | +6.8% | +7.3% |
| 7D | -16.9% | -5.1% | -11.9% | -15.0% |
| 30D | -37.2% | +8.5% | -45.7% | -39.5% |
| 3M | -39.3% | -13.8% | -25.5% | -35.7% |
| 6M | -57.4% | +5.7% | -63.1% | -59.8% |
| YTD | -16.5% | -9.1% | -7.3% | -16.6% |
| 1Y | -6.0% | -0.8% | -5.2% | -10.4% |
| 3Y | +46.2% | +14.8% | +31.4% | +18.2% |
| All | +47.6% | -12.0% | +59.6% | +37.3% |
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