+233.1%
AMKR vs OVV
+46.5%
+186.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -2.0% |
| 7D | -8.4% | -7.3% | -1.1% | -6.4% |
| 30D | -29.8% | -3.6% | -26.3% | -29.2% |
| 3M | -34.7% | -2.6% | -32.0% | -34.6% |
| 6M | -54.9% | +7.6% | -62.4% | -56.2% |
| YTD | -12.3% | +59.6% | -71.9% | -24.6% |
| 1Y | -1.4% | +62.2% | -63.6% | -15.7% |
| 3Y | +51.1% | +49.6% | +1.5% | +30.3% |
| 5Y | +62.6% | +98.9% | -36.4% | +24.3% |
| 10Y | +233.1% | +45.1% | +187.9% | +92.3% |
| All | +233.1% | +46.5% | +186.5% | +92.3% |
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