+479.2%
AMKR vs INVH
+75.4%
+403.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.5% |
| 7D | +8.3% | -3.0% | +11.3% | +10.1% |
| 30D | -6.8% | -7.5% | +0.7% | -2.9% |
| 3M | -31.9% | -5.5% | -26.4% | -30.8% |
| 6M | +18.4% | +11.7% | +6.7% | +8.0% |
| YTD | +31.7% | +1.3% | +30.3% | +26.3% |
| 1Y | +105.2% | -6.1% | +111.3% | +105.5% |
| 3Y | +147.7% | -9.8% | +157.5% | +151.4% |
| 5Y | +99.4% | -19.7% | +119.0% | +114.8% |
| All | +479.2% | +75.4% | +403.9% | +318.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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