+70.5%
AMKR vs IR
+46.6%
+23.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.8% | -2.8% |
| 7D | +21.7% | +4.2% | +17.5% | +17.8% |
| 30D | -22.0% | +8.1% | -30.1% | -26.6% |
| 3M | -33.1% | +0.7% | -33.8% | -33.6% |
| 6M | -49.3% | +16.6% | -65.9% | -56.3% |
| YTD | -5.5% | +7.8% | -13.3% | -14.5% |
| 1Y | +8.4% | +9.9% | -1.5% | -3.2% |
| 3Y | +62.7% | +25.2% | +37.5% | +27.0% |
| 5Y | +70.5% | +46.8% | +23.7% | +14.3% |
| All | +70.5% | +46.6% | +23.9% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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