+59.4%
AMKR vs IOVA
+99.0%
-39.6%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -2.9% |
| 7D | +10.0% | -3.5% | +13.5% | +10.5% |
| 30D | -19.4% | -45.4% | +26.0% | -14.1% |
| 3M | -37.4% | +19.0% | -56.4% | -39.8% |
| 6M | -51.5% | +112.0% | -163.5% | -57.5% |
| YTD | -8.1% | +184.2% | -192.3% | -24.1% |
| 1Y | +13.8% | +222.0% | -208.2% | -8.1% |
| 3Y | +59.4% | +92.6% | -33.2% | +31.2% |
| All | +59.4% | +99.0% | -39.6% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling