+60.0%
AMKR vs URI
+161.0%
-100.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +6.9% | -0.2% | +2.3% |
| 7D | -5.3% | -4.0% | -1.3% | -2.4% |
| 30D | -28.7% | +6.8% | -35.5% | -31.3% |
| 3M | -36.6% | -2.8% | -33.7% | -35.2% |
| 6M | -54.2% | +20.9% | -75.0% | -58.6% |
| YTD | -10.9% | +40.2% | -51.2% | -28.6% |
| 1Y | +1.3% | +34.1% | -32.8% | -16.2% |
| 3Y | +60.0% | +164.1% | -104.1% | -11.1% |
| All | +60.0% | +161.0% | -100.9% | -11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling