+69.6%
IWM vs AMKR
+59.6%
+10.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.2% |
| 7D | +1.4% | +10.0% | -8.6% | -0.5% |
| 30D | +2.3% | -19.4% | +21.7% | +5.8% |
| 3M | -8.3% | -37.4% | +29.0% | -1.1% |
| 6M | -1.3% | -51.5% | +50.1% | +9.3% |
| YTD | +13.5% | -8.1% | +21.6% | +5.6% |
| 1Y | +18.4% | +13.8% | +4.6% | +3.7% |
| 3Y | +69.6% | +59.4% | +10.2% | +11.7% |
| All | +69.6% | +59.6% | +10.0% | +11.7% |
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 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