+91.1%
AMKR vs IT
-42.9%
+134.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.3% | -0.8% | +3.1% |
| 7D | +8.3% | -3.7% | +12.0% | +9.1% |
| 30D | -6.8% | +0.1% | -6.8% | -7.5% |
| 3M | -31.9% | +20.7% | -52.6% | -38.4% |
| 6M | +18.4% | +12.0% | +6.4% | +7.7% |
| YTD | +31.7% | -28.8% | +60.5% | +49.1% |
| 1Y | +105.2% | -25.5% | +130.8% | +124.1% |
| 3Y | +147.7% | -48.8% | +196.5% | +220.9% |
| All | +91.1% | -42.9% | +134.0% | +110.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling