+528.2%
AMKR vs IT
+103.1%
+425.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.3% | -0.8% | +2.5% |
| 7D | +8.3% | -3.7% | +12.0% | +9.5% |
| 30D | -6.8% | +0.1% | -6.8% | -7.8% |
| 3M | -31.9% | +20.7% | -52.6% | -40.6% |
| 6M | +18.4% | +12.0% | +6.4% | +3.8% |
| YTD | +31.7% | -28.8% | +60.5% | +43.2% |
| 1Y | +105.2% | -25.5% | +130.8% | +115.8% |
| 3Y | +147.7% | -48.8% | +196.5% | +207.9% |
| 5Y | +99.4% | -42.7% | +142.1% | +129.7% |
| All | +528.2% | +103.1% | +425.1% | +259.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling