+153.0%
AMKR vs ROIV
+276.5%
-123.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.6% | -2.5% |
| 7D | +10.0% | +1.7% | +8.4% | +9.7% |
| 30D | -19.4% | +17.6% | -37.0% | -22.0% |
| 3M | -37.4% | +9.0% | -46.3% | -38.6% |
| 6M | -51.5% | +35.3% | -86.7% | -54.2% |
| YTD | -8.1% | +82.2% | -90.3% | -18.0% |
| 1Y | +13.8% | +92.3% | -78.5% | +0.3% |
| 3Y | +59.4% | +336.8% | -277.4% | +22.6% |
| 5Y | +65.9% | +370.6% | -304.7% | +13.6% |
| All | +153.0% | +276.5% | -123.5% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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