+252.0%
AMKR vs IBB
+127.7%
+124.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -0.4% |
| 7D | +21.7% | +1.6% | +20.1% | +20.1% |
| 30D | -22.0% | +6.7% | -28.7% | -26.4% |
| 3M | -33.1% | +6.3% | -39.4% | -37.7% |
| 6M | -49.3% | +23.9% | -73.2% | -60.2% |
| YTD | -5.5% | +26.6% | -32.1% | -27.3% |
| 1Y | +8.4% | +29.6% | -21.2% | -18.5% |
| 3Y | +62.7% | +86.1% | -23.4% | -15.2% |
| 5Y | +70.5% | +40.3% | +30.1% | +18.2% |
| All | +252.0% | +127.7% | +124.3% | +61.6% |
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