+18.9%
IWM vs AMKR
+0.7%
+18.3%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.2% | +6.7% | +2.2% |
| 7D | +1.0% | -15.5% | +16.5% | +3.1% |
| 30D | +0.2% | -34.7% | +35.0% | +5.7% |
| 3M | -5.6% | -36.1% | +30.4% | -0.6% |
| 6M | +2.7% | -49.6% | +52.3% | +9.7% |
| YTD | +16.2% | -9.2% | +25.4% | +8.5% |
| 1Y | +18.9% | +1.9% | +17.1% | +6.7% |
| All | +18.9% | +0.7% | +18.3% | +6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling