+208.6%
AMKR vs URI
+3,371.3%
-3,162.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +4.2% | +6.4% | +8.7% |
| 7D | +6.8% | +2.4% | +4.4% | +6.3% |
| 30D | -20.8% | +8.9% | -29.7% | -23.4% |
| 3M | -29.7% | +0.8% | -30.5% | -29.6% |
| 6M | -50.2% | +23.1% | -73.3% | -54.2% |
| YTD | -3.0% | +43.1% | -46.1% | -17.9% |
| 1Y | +12.0% | +35.7% | -23.7% | -2.8% |
| 3Y | +67.0% | +158.2% | -91.2% | +8.6% |
| 5Y | +76.5% | +212.6% | -136.1% | +4.9% |
| 10Y | +257.3% | +1,210.8% | -953.5% | +12.3% |
| All | +208.6% | +3,371.3% | -3,162.7% | -66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling