+17.4%
ISRG vs AMKR
+130.1%
-112.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.2% | -10.7% | -5.2% |
| 7D | -5.2% | +11.1% | -16.3% | -6.4% |
| 30D | -7.6% | -8.1% | +0.5% | -7.0% |
| 3M | -16.4% | -25.6% | +9.2% | -15.3% |
| 6M | -28.6% | +22.5% | -51.1% | -36.1% |
| YTD | -38.2% | +29.1% | -67.3% | -46.0% |
| 1Y | -25.5% | +105.7% | -131.2% | -43.2% |
| 3Y | +17.4% | +133.2% | -115.8% | -26.8% |
| All | +17.4% | +130.1% | -112.7% | -26.8% |
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