+257.3%
AMKR vs URI
+1,243.8%
-986.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +4.2% | +6.4% | +8.0% |
| 7D | +6.8% | +2.4% | +4.4% | +6.0% |
| 30D | -20.8% | +8.9% | -29.7% | -24.5% |
| 3M | -29.7% | +0.8% | -30.5% | -29.8% |
| 6M | -50.2% | +23.1% | -73.3% | -55.7% |
| YTD | -3.0% | +43.1% | -46.1% | -23.6% |
| 1Y | +12.0% | +35.7% | -23.7% | -8.7% |
| 3Y | +67.0% | +158.2% | -91.2% | -10.9% |
| 5Y | +76.5% | +212.6% | -136.1% | -18.8% |
| 10Y | +257.3% | +1,210.8% | -953.5% | -15.7% |
| All | +257.3% | +1,243.8% | -986.5% | -15.7% |
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