+70.6%
AMKR vs OVV
+146.6%
-76.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.7% | +6.7% |
| 7D | -5.3% | -10.7% | +5.4% | -1.8% |
| 30D | -28.7% | -5.3% | -23.5% | -27.6% |
| 3M | -36.6% | +2.4% | -38.9% | -37.6% |
| 6M | -54.2% | +5.7% | -59.8% | -55.6% |
| YTD | -10.9% | +56.8% | -67.7% | -25.0% |
| 1Y | +1.3% | +59.3% | -57.9% | -15.3% |
| 3Y | +60.0% | +49.0% | +11.0% | +34.4% |
| 5Y | +59.3% | +88.1% | -28.9% | +16.0% |
| 10Y | +237.3% | +42.5% | +194.7% | +81.7% |
| All | +70.6% | +146.6% | -76.0% | -39.1% |
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