+91.1%
AMKR vs IQV
-0.1%
+91.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +3.7% |
| 7D | +8.3% | -2.2% | +10.5% | +9.2% |
| 30D | -6.8% | +8.3% | -15.1% | -10.0% |
| 3M | -31.9% | +44.6% | -76.5% | -45.6% |
| 6M | +18.4% | +52.6% | -34.2% | -9.6% |
| YTD | +31.7% | +16.1% | +15.5% | +17.4% |
| 1Y | +105.2% | +37.3% | +68.0% | +65.0% |
| 3Y | +147.7% | +21.6% | +126.2% | +104.7% |
| All | +91.1% | -0.1% | +91.2% | +70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling