+97.9%
AMKR vs KIM
+36.7%
+61.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.7% |
| 7D | +8.9% | -1.0% | +9.8% | +9.5% |
| 30D | -2.7% | -1.1% | -1.6% | -2.1% |
| 3M | -27.5% | -5.3% | -22.1% | -25.8% |
| 6M | +19.4% | +3.9% | +15.5% | +15.1% |
| YTD | +30.7% | +20.3% | +10.4% | +13.7% |
| 1Y | +107.9% | +10.4% | +97.5% | +91.1% |
| 3Y | +136.1% | +46.3% | +89.8% | +75.2% |
| All | +97.9% | +36.7% | +61.2% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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