+91.1%
AMKR vs ITOT
+74.3%
+16.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +2.8% |
| 7D | +8.3% | -0.9% | +9.2% | +10.2% |
| 30D | -6.8% | -1.5% | -5.3% | -3.9% |
| 3M | -31.9% | +3.6% | -35.5% | -35.4% |
| 6M | +18.4% | +13.7% | +4.7% | -3.8% |
| YTD | +31.7% | +12.9% | +18.7% | +9.6% |
| 1Y | +105.2% | +17.2% | +88.1% | +62.4% |
| 3Y | +147.7% | +75.6% | +72.1% | +4.4% |
| All | +91.1% | +74.3% | +16.8% | -11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling