-1.0%
ISRG vs AMKR
+101.8%
-102.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.4% | +0.6% |
| 7D | -5.0% | +8.9% | -13.9% | -6.7% |
| 30D | -10.2% | -2.7% | -7.5% | -10.3% |
| 3M | -17.2% | -27.5% | +10.3% | -14.9% |
| 6M | -28.4% | +19.4% | -47.8% | -37.1% |
| YTD | -37.6% | +30.7% | -68.3% | -47.4% |
| 1Y | -24.4% | +107.9% | -132.4% | -45.8% |
| 3Y | +18.4% | +136.1% | -117.7% | -25.9% |
| 5Y | -1.0% | +96.6% | -97.6% | -40.6% |
| All | -1.0% | +101.8% | -102.8% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling