+463.5%
AMKR vs IOVA
-92.6%
+556.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -2.8% |
| 7D | +10.0% | -3.5% | +13.5% | +10.2% |
| 30D | -19.4% | -45.4% | +26.0% | -17.7% |
| 3M | -37.4% | +19.0% | -56.4% | -38.1% |
| 6M | -51.5% | +112.0% | -163.5% | -53.4% |
| YTD | -8.1% | +184.2% | -192.3% | -13.1% |
| 1Y | +13.8% | +222.0% | -208.2% | +7.0% |
| 3Y | +59.4% | +92.6% | -33.2% | +49.1% |
| 5Y | +65.9% | -63.2% | +129.0% | +59.8% |
| 10Y | +238.6% | +2.1% | +236.5% | +216.6% |
| All | +463.5% | -92.6% | +556.1% | +411.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling