+262.5%
AMKR vs ROIV
+288.8%
-26.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.5% |
| 7D | +8.3% | +16.9% | -8.6% | +4.7% |
| 30D | -6.8% | +12.9% | -19.7% | -9.2% |
| 3M | -31.9% | +37.3% | -69.2% | -36.0% |
| 6M | +18.4% | +38.0% | -19.6% | +11.0% |
| YTD | +31.7% | +88.1% | -56.4% | +16.6% |
| 1Y | +105.2% | +183.3% | -78.0% | +68.7% |
| 3Y | +147.7% | +254.6% | -106.9% | +93.5% |
| 5Y | +99.4% | +309.8% | -210.5% | +46.0% |
| All | +262.5% | +288.8% | -26.3% | +173.9% |
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