+145.9%
AMKR vs IOVA
+41.0%
+105.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.1% | +4.3% | +1.6% |
| 7D | +8.9% | -2.2% | +11.1% | +9.1% |
| 30D | -2.7% | +31.7% | -34.4% | -6.1% |
| 3M | -27.5% | +117.3% | -144.7% | -35.1% |
| 6M | +19.4% | +55.8% | -36.4% | +10.2% |
| YTD | +30.7% | +208.8% | -178.1% | +9.2% |
| 1Y | +107.9% | +255.7% | -147.8% | +68.3% |
| All | +145.9% | +41.0% | +105.0% | +102.6% |
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