+315.9%
AMKR vs IVZ
+235.6%
+80.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.7% |
| 7D | +8.9% | +1.2% | +7.7% | +8.0% |
| 30D | -2.7% | +1.8% | -4.5% | -3.7% |
| 3M | -27.5% | +15.7% | -43.2% | -32.5% |
| 6M | +19.4% | +36.3% | -16.9% | +2.0% |
| YTD | +30.7% | +24.9% | +5.8% | +16.9% |
| 1Y | +107.9% | +48.9% | +59.0% | +69.4% |
| 3Y | +136.1% | +136.8% | -0.7% | +47.8% |
| 5Y | +96.6% | +60.0% | +36.6% | +48.7% |
| 10Y | +535.0% | +63.4% | +471.6% | +328.3% |
| All | +315.9% | +235.6% | +80.4% | +76.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling