+374.7%
ISRG vs AMKR
+519.6%
-144.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.5% | +5.6% | +2.8% |
| 7D | -2.5% | +5.5% | -8.1% | -3.8% |
| 30D | -10.2% | -8.6% | -1.5% | -9.0% |
| 3M | -12.5% | -28.7% | +16.2% | -9.5% |
| 6M | -25.8% | +13.3% | -39.1% | -33.4% |
| YTD | -36.4% | +26.1% | -62.4% | -45.3% |
| 1Y | -19.9% | +101.2% | -121.1% | -40.5% |
| 3Y | +20.9% | +127.7% | -106.9% | -18.2% |
| 5Y | +5.7% | +90.9% | -85.2% | -28.3% |
| All | +374.7% | +519.6% | -144.9% | +105.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling