+147.0%
AMKR vs IP
+86.2%
+60.8%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.5% | -4.0% | -10.5% | -12.5% |
| 7D | -26.0% | -5.0% | -21.0% | -24.0% |
| 30D | -42.9% | +6.5% | -49.4% | -44.9% |
| 3M | -43.3% | -18.0% | -25.3% | -37.9% |
| 6M | -60.1% | +10.3% | -70.5% | -63.3% |
| YTD | -22.4% | -9.9% | -12.5% | -22.1% |
| 1Y | -16.0% | -1.1% | -14.9% | -19.8% |
| 3Y | +34.1% | +13.0% | +21.1% | +13.5% |
| 5Y | +38.7% | -12.3% | +51.0% | +33.7% |
| 10Y | +215.2% | +26.8% | +188.4% | +143.9% |
| All | +147.0% | +86.2% | +60.8% | +16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling