+528.2%
AMKR vs IVZ
+65.9%
+462.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.3% | +3.8% |
| 7D | +8.3% | -2.4% | +10.7% | +9.8% |
| 30D | -6.8% | +3.0% | -9.8% | -8.5% |
| 3M | -31.9% | +14.9% | -46.8% | -37.0% |
| 6M | +18.4% | +36.7% | -18.4% | -0.9% |
| YTD | +31.7% | +25.7% | +6.0% | +15.7% |
| 1Y | +105.2% | +47.7% | +57.5% | +64.2% |
| 3Y | +147.7% | +138.8% | +8.9% | +46.5% |
| 5Y | +99.4% | +62.1% | +37.3% | +42.7% |
| All | +528.2% | +65.9% | +462.3% | +345.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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