+147.7%
AMKR vs ITOT
+75.8%
+72.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +2.5% |
| 7D | +8.3% | -0.9% | +9.2% | +10.6% |
| 30D | -6.8% | -1.5% | -5.3% | -3.3% |
| 3M | -31.9% | +3.6% | -35.5% | -36.1% |
| 6M | +18.4% | +13.7% | +4.7% | -7.6% |
| YTD | +31.7% | +12.9% | +18.7% | +5.6% |
| 1Y | +105.2% | +17.2% | +88.1% | +55.2% |
| 3Y | +147.7% | +75.6% | +72.1% | -10.6% |
| All | +147.7% | +75.8% | +72.0% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling