+25.5%
ISRG vs AMKR
+64.2%
-38.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.6% | +1.3% |
| 7D | -2.0% | +10.0% | -12.1% | -3.8% |
| 30D | +5.6% | -19.4% | +25.0% | +8.7% |
| 3M | +10.5% | -37.4% | +47.9% | +18.4% |
| 6M | +2.6% | -51.5% | +54.1% | +11.6% |
| YTD | -21.7% | -8.1% | -13.6% | -30.7% |
| 1Y | -21.6% | +13.8% | -35.4% | -35.4% |
| 3Y | +57.0% | +59.4% | -2.4% | +3.7% |
| All | +25.5% | +64.2% | -38.7% | -25.9% |
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