+65.4%
IEFA vs AMKR
+135.2%
-69.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.4% | -3.4% | +0.5% |
| 7D | -1.6% | +8.3% | -9.9% | -2.6% |
| 30D | -1.5% | -6.8% | +5.3% | -0.9% |
| 3M | +3.4% | -31.9% | +35.4% | +7.0% |
| 6M | +9.5% | +18.4% | -8.9% | +3.8% |
| YTD | +13.0% | +31.7% | -18.6% | +4.7% |
| 1Y | +18.0% | +105.2% | -87.2% | +1.2% |
| 3Y | +65.4% | +147.7% | -82.4% | +25.8% |
| All | +65.4% | +135.2% | -69.8% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 AMKR 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