+98.5%
AMKR vs URI
+206.8%
-108.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.6% | +5.8% |
| 7D | +11.1% | +2.5% | +8.6% | +9.3% |
| 30D | -8.1% | -12.5% | +4.5% | +0.2% |
| 3M | -25.6% | -6.2% | -19.4% | -21.9% |
| 6M | +22.5% | +25.9% | -3.4% | +4.7% |
| YTD | +29.1% | +26.2% | +2.9% | +8.6% |
| 1Y | +105.7% | +5.5% | +100.2% | +94.3% |
| 3Y | +133.2% | +125.0% | +8.2% | +27.7% |
| 5Y | +98.5% | +210.4% | -111.9% | -19.1% |
| All | +98.5% | +206.8% | -108.3% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling