+167.0%
AMKR vs ROIV
+298.6%
-131.6%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.6% | +8.9% | +10.2% |
| 7D | +6.8% | +9.5% | -2.6% | +5.0% |
| 30D | -20.8% | +21.0% | -41.8% | -23.8% |
| 3M | -29.7% | +18.7% | -48.4% | -32.3% |
| 6M | -50.2% | +44.5% | -94.7% | -53.7% |
| YTD | -3.0% | +92.9% | -95.9% | -14.6% |
| 1Y | +12.0% | +100.2% | -88.3% | -2.2% |
| 3Y | +67.0% | +375.0% | -308.0% | +26.4% |
| 5Y | +76.5% | +435.2% | -358.7% | +19.2% |
| All | +167.0% | +298.6% | -131.6% | +100.6% |
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