+139.5%
AMKR vs IOT
+54.1%
+85.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.5% |
| 7D | +8.3% | -4.5% | +12.8% | +9.3% |
| 30D | -6.8% | -2.4% | -4.3% | -6.5% |
| 3M | -31.9% | +19.0% | -50.9% | -35.9% |
| 6M | +18.4% | +19.6% | -1.3% | +9.7% |
| YTD | +31.7% | +8.3% | +23.4% | +23.2% |
| 1Y | +105.2% | -0.8% | +106.0% | +96.7% |
| 3Y | +147.7% | +24.4% | +123.3% | +112.8% |
| All | +139.5% | +54.1% | +85.4% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 5y: compounded portfolio wealth divided by compounded IOT 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…
5y analysis · Full analysis span regression · 6 months rolling