+81.0%
AMKR vs OVV
+164.5%
-83.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.8% | -3.3% |
| 7D | +21.7% | +6.5% | +15.2% | +19.4% |
| 30D | -22.0% | -2.7% | -19.4% | -21.4% |
| 3M | -33.1% | +3.1% | -36.3% | -34.2% |
| 6M | -49.3% | +12.8% | -62.1% | -51.9% |
| YTD | -5.5% | +68.1% | -73.7% | -22.2% |
| 1Y | +8.4% | +73.6% | -65.2% | -11.7% |
| 3Y | +62.7% | +57.6% | +5.1% | +34.3% |
| 5Y | +70.5% | +104.5% | -34.0% | +21.0% |
| 10Y | +248.1% | +58.4% | +189.7% | +81.2% |
| All | +81.0% | +164.5% | -83.6% | -36.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling