+528.2%
AMKR vs OVV
+56.5%
+471.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.6% |
| 7D | +8.3% | -1.7% | +9.9% | +8.7% |
| 30D | -6.8% | +0.8% | -7.5% | -7.1% |
| 3M | -31.9% | +13.3% | -45.2% | -34.5% |
| 6M | +18.4% | +16.9% | +1.4% | +12.0% |
| YTD | +31.7% | +64.3% | -32.6% | +13.0% |
| 1Y | +105.2% | +54.2% | +51.1% | +79.0% |
| 3Y | +147.7% | +51.3% | +96.4% | +113.6% |
| 5Y | +99.4% | +154.3% | -54.9% | +43.9% |
| All | +528.2% | +56.5% | +471.6% | +254.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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