+691.5%
AMKR vs IOVA
-91.7%
+783.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.2% |
| 7D | +11.1% | +5.1% | +6.0% | +10.9% |
| 30D | -8.1% | +37.2% | -45.3% | -9.3% |
| 3M | -25.6% | +117.5% | -143.1% | -28.2% |
| 6M | +22.5% | +69.6% | -47.1% | +19.0% |
| YTD | +29.1% | +218.7% | -189.6% | +22.1% |
| 1Y | +105.7% | +265.5% | -159.9% | +92.8% |
| 3Y | +133.2% | +46.2% | +87.0% | +120.3% |
| 5Y | +98.5% | -63.2% | +161.8% | +91.7% |
| 10Y | +490.6% | +6.1% | +484.5% | +452.6% |
| All | +691.5% | -91.7% | +783.2% | +617.7% |
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