+528.2%
AMKR vs ITUB
+220.1%
+308.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.4% | +4.1% | +4.3% |
| 7D | +8.3% | +2.2% | +6.1% | +7.3% |
| 30D | -6.8% | +12.6% | -19.4% | -11.3% |
| 3M | -31.9% | +6.4% | -38.4% | -33.8% |
| 6M | +18.4% | +0.6% | +17.8% | +18.0% |
| YTD | +31.7% | +18.8% | +12.8% | +23.8% |
| 1Y | +105.2% | +31.0% | +74.2% | +86.0% |
| 3Y | +147.7% | +118.1% | +29.7% | +82.3% |
| 5Y | +99.4% | +193.0% | -93.7% | +23.9% |
| All | +528.2% | +220.1% | +308.1% | +254.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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