+528.2%
AMKR vs IOVA
+9.7%
+518.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.7% | -1.2% | +3.6% |
| 7D | +8.3% | -2.2% | +10.5% | +8.6% |
| 30D | -6.8% | +27.6% | -34.4% | -10.3% |
| 3M | -31.9% | +117.2% | -149.1% | -40.5% |
| 6M | +18.4% | +77.7% | -59.3% | +5.4% |
| YTD | +31.7% | +215.0% | -183.3% | +6.2% |
| 1Y | +105.2% | +255.4% | -150.1% | +59.9% |
| 3Y | +147.7% | +42.6% | +105.1% | +94.9% |
| 5Y | +99.4% | -62.2% | +161.6% | +74.5% |
| All | +528.2% | +9.7% | +518.5% | +359.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling