+528.2%
AMKR vs IQV
+242.6%
+285.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +3.4% |
| 7D | +8.3% | -2.2% | +10.5% | +9.6% |
| 30D | -6.8% | +8.3% | -15.1% | -11.6% |
| 3M | -31.9% | +44.6% | -76.5% | -50.2% |
| 6M | +18.4% | +52.6% | -34.2% | -18.4% |
| YTD | +31.7% | +16.1% | +15.5% | +9.1% |
| 1Y | +105.2% | +37.3% | +68.0% | +49.8% |
| 3Y | +147.7% | +21.6% | +126.2% | +86.0% |
| 5Y | +99.4% | +0.5% | +98.9% | +69.9% |
| All | +528.2% | +242.6% | +285.6% | +126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 10y: compounded portfolio wealth divided by compounded IQV 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…
10y analysis · Full analysis span regression · 6 months rolling