+533.8%
ISRG vs AMKR
+245.4%
+288.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.4% | -1.6% |
| 7D | -6.1% | +21.7% | -27.9% | -10.2% |
| 30D | +4.2% | -22.0% | +26.3% | +8.6% |
| 3M | +9.6% | -33.1% | +42.7% | +16.9% |
| 6M | +1.9% | -49.3% | +51.2% | +11.0% |
| YTD | -22.3% | -5.5% | -16.8% | -30.2% |
| 1Y | -23.2% | +8.4% | -31.6% | -33.9% |
| 3Y | +58.5% | +62.7% | -4.2% | +13.6% |
| 5Y | +23.9% | +70.5% | -46.6% | -15.7% |
| All | +533.8% | +245.4% | +288.5% | +194.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling