+12.4%
IYR vs AMKR
+0.7%
+11.8%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.2% | +8.3% | +3.1% |
| 7D | +6.9% | -15.5% | +22.4% | +6.7% |
| 30D | +10.2% | -34.7% | +45.0% | +10.1% |
| 3M | -0.3% | -36.1% | +35.7% | -0.5% |
| 6M | +3.6% | -49.6% | +53.2% | +3.1% |
| YTD | +12.5% | -9.2% | +21.7% | +8.7% |
| 1Y | +12.4% | +1.9% | +10.6% | +7.9% |
| All | +12.4% | +0.7% | +11.8% | +7.9% |
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 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