+242.5%
AMKR vs IBB
+126.8%
+115.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.3% |
| 7D | +10.0% | -0.5% | +10.6% | +10.8% |
| 30D | -19.4% | +4.6% | -24.0% | -22.2% |
| 3M | -37.4% | +6.8% | -44.2% | -41.9% |
| 6M | -51.5% | +23.1% | -74.6% | -61.6% |
| YTD | -8.1% | +26.0% | -34.1% | -28.9% |
| 1Y | +13.8% | +30.4% | -16.6% | -15.0% |
| 3Y | +59.4% | +85.4% | -26.0% | -16.6% |
| 5Y | +65.9% | +39.7% | +26.1% | +15.5% |
| All | +242.5% | +126.8% | +115.7% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling