+137.8%
AMKR vs IOT
+55.2%
+82.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.7% | +5.0% | +2.0% |
| 7D | +8.9% | +5.1% | +3.8% | +7.6% |
| 30D | -2.7% | -3.0% | +0.3% | -2.3% |
| 3M | -27.5% | +15.0% | -42.4% | -31.2% |
| 6M | +19.4% | +13.1% | +6.2% | +12.2% |
| YTD | +30.7% | +9.0% | +21.7% | +22.2% |
| 1Y | +107.9% | +0.1% | +107.8% | +98.8% |
| 3Y | +136.1% | +26.4% | +109.7% | +102.0% |
| All | +137.8% | +55.2% | +82.6% | +74.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling