+4.9%
AMKR vs URI
+20.7%
-15.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +0.9% |
| 7D | 0.0% | -2.0% | +1.9% | +1.0% |
| 30D | -11.1% | -12.9% | +1.8% | -3.8% |
| 3M | -35.2% | -6.7% | -28.4% | -31.2% |
| 6M | +4.9% | +19.0% | -14.1% | +6.6% |
| All | +4.9% | +20.7% | -15.9% | +6.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling