+242.5%
AMKR vs URI
+1,173.3%
-930.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -1.9% |
| 7D | +10.0% | +6.7% | +3.3% | +5.9% |
| 30D | -19.4% | +8.9% | -28.3% | -23.2% |
| 3M | -37.4% | +0.5% | -37.9% | -37.2% |
| 6M | -51.5% | +20.7% | -72.1% | -56.2% |
| YTD | -8.1% | +40.0% | -48.1% | -26.7% |
| 1Y | +13.8% | +34.4% | -20.6% | -6.8% |
| 3Y | +59.4% | +149.5% | -90.1% | -13.1% |
| 5Y | +65.9% | +205.6% | -139.7% | -22.7% |
| All | +242.5% | +1,173.3% | -930.9% | -19.5% |
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