+132.9%
AMKR vs OVV
+162.8%
-29.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.3% |
| 7D | 0.0% | +0.3% | -0.3% | -0.2% |
| 30D | -11.1% | +11.7% | -22.9% | -14.5% |
| 3M | -35.2% | +9.8% | -45.0% | -37.4% |
| 6M | +4.9% | +26.6% | -21.7% | -4.3% |
| YTD | +21.6% | +67.0% | -45.4% | +0.8% |
| 1Y | +98.0% | +55.9% | +42.1% | +67.6% |
| 3Y | +77.8% | +45.5% | +32.3% | +50.9% |
| 5Y | +79.9% | +157.3% | -77.5% | +18.8% |
| 10Y | +456.9% | +65.0% | +391.9% | +183.7% |
| All | +132.9% | +162.8% | -29.9% | -18.1% |
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