+65.6%
IWM vs AMKR
+130.6%
-65.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.6% | -1.7% |
| 7D | +1.4% | +11.1% | -9.7% | -0.8% |
| 30D | -2.3% | -8.1% | +5.8% | -1.1% |
| 3M | +4.0% | -25.6% | +29.6% | +7.4% |
| 6M | +17.9% | +22.5% | -4.6% | +6.6% |
| YTD | +20.2% | +29.1% | -8.9% | +5.6% |
| 1Y | +25.0% | +105.7% | -80.7% | -4.6% |
| All | +65.6% | +130.6% | -65.0% | +2.9% |
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 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