+1,079.0%
AMKR vs IQV
+488.0%
+591.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.7% | -3.6% |
| 7D | +5.5% | -5.3% | +10.8% | +8.6% |
| 30D | -8.6% | +5.5% | -14.1% | -11.8% |
| 3M | -28.7% | +41.2% | -70.0% | -46.3% |
| 6M | +13.3% | +50.5% | -37.3% | -19.7% |
| YTD | +26.1% | +14.1% | +11.9% | +6.5% |
| 1Y | +101.2% | +39.9% | +61.3% | +47.3% |
| 3Y | +127.7% | +20.5% | +107.2% | +75.1% |
| 5Y | +90.9% | -1.2% | +92.1% | +65.9% |
| 10Y | +512.5% | +233.9% | +278.6% | +158.5% |
| All | +1,079.0% | +488.0% | +591.0% | +306.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling