+105.8%
AMKR vs IBB
+577.3%
-471.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -0.5% |
| 7D | -8.4% | +0.8% | -9.2% | -8.6% |
| 30D | -29.8% | +5.2% | -35.0% | -32.8% |
| 3M | -34.7% | +8.6% | -43.3% | -40.3% |
| 6M | -54.9% | +27.8% | -82.7% | -65.3% |
| YTD | -12.3% | +28.8% | -41.1% | -32.7% |
| 1Y | -1.4% | +36.4% | -37.8% | -28.6% |
| 3Y | +51.1% | +89.3% | -38.3% | -19.6% |
| 5Y | +62.6% | +43.3% | +19.3% | +13.3% |
| 10Y | +233.1% | +130.6% | +102.4% | +49.0% |
| All | +105.8% | +577.3% | -471.5% | -71.5% |
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