+185.2%
AMKR vs IBB
+560.8%
-375.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.6% |
| 7D | 0.0% | +1.4% | -1.5% | -1.4% |
| 30D | -11.1% | +10.5% | -21.6% | -20.3% |
| 3M | -35.2% | +23.6% | -58.8% | -48.3% |
| 6M | +4.9% | +22.6% | -17.7% | -15.9% |
| YTD | +21.6% | +25.7% | -4.1% | -4.6% |
| 1Y | +98.0% | +51.4% | +46.7% | +29.6% |
| 3Y | +77.8% | +64.4% | +13.5% | +8.5% |
| 5Y | +79.9% | +22.1% | +57.7% | +45.7% |
| 10Y | +456.9% | +132.5% | +324.4% | +144.5% |
| All | +185.2% | +560.8% | -375.6% | -59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling