+17,983.8%
ISRG vs AMKR
+16.8%
+17,967.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.1% |
| 7D | -1.6% | 0.0% | -1.5% | -1.6% |
| 30D | -2.3% | -11.1% | +8.9% | -0.8% |
| 3M | -12.4% | -35.2% | +22.7% | -8.7% |
| 6M | -26.8% | +4.9% | -31.7% | -30.6% |
| YTD | -35.3% | +21.6% | -56.8% | -40.6% |
| 1Y | -19.3% | +98.0% | -117.4% | -32.7% |
| 3Y | +18.1% | +77.8% | -59.7% | -2.6% |
| 5Y | +2.6% | +79.9% | -77.2% | -17.1% |
| 10Y | +379.4% | +456.9% | -77.4% | +201.7% |
| All | +17,983.8% | +16.8% | +17,967.0% | +8,941.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling