+535.0%
AMKR vs URI
+1,196.9%
-661.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.4% |
| 7D | +8.9% | +5.0% | +3.9% | +5.8% |
| 30D | -2.7% | -9.4% | +6.7% | +3.2% |
| 3M | -27.5% | -5.8% | -21.6% | -24.3% |
| 6M | +19.4% | +25.8% | -6.4% | +2.9% |
| YTD | +30.7% | +27.9% | +2.8% | +10.4% |
| 1Y | +107.9% | +9.7% | +98.2% | +92.1% |
| 3Y | +136.1% | +128.0% | +8.1% | +37.7% |
| 5Y | +96.6% | +212.4% | -115.8% | -7.1% |
| 10Y | +535.0% | +1,271.8% | -736.8% | +64.5% |
| All | +535.0% | +1,196.9% | -661.9% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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