+286.9%
AMKR vs IP
+102.5%
+184.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.2% | -0.4% | +0.6% |
| 7D | 0.0% | -5.3% | +5.2% | +2.7% |
| 30D | -11.1% | -10.9% | -0.3% | -6.2% |
| 3M | -35.2% | +11.2% | -46.3% | -39.9% |
| 6M | +4.9% | -10.2% | +15.1% | +7.3% |
| YTD | +21.6% | -2.0% | +23.6% | +17.8% |
| 1Y | +98.0% | -19.1% | +117.1% | +109.2% |
| 3Y | +77.8% | +20.9% | +57.0% | +46.4% |
| 5Y | +79.9% | -17.8% | +97.7% | +80.5% |
| 10Y | +456.9% | +23.5% | +433.4% | +338.4% |
| All | +286.9% | +102.5% | +184.4% | +76.1% |
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