+105.2%
AMKR vs IOVA
+259.8%
-154.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.7% | -1.2% | +4.0% |
| 7D | +8.3% | -2.2% | +10.5% | +8.4% |
| 30D | -6.8% | +27.6% | -34.4% | -8.4% |
| 3M | -31.9% | +117.2% | -149.1% | -36.1% |
| 6M | +18.4% | +77.7% | -59.3% | +11.8% |
| YTD | +31.7% | +215.0% | -183.3% | +18.7% |
| 1Y | +105.2% | +255.4% | -150.1% | +94.2% |
| All | +105.2% | +259.8% | -154.6% | +94.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling