+13.8%
AMKR vs ROIV
+87.6%
-73.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.6% | -2.2% |
| 7D | +10.0% | +1.7% | +8.4% | +9.3% |
| 30D | -19.4% | +17.6% | -37.0% | -24.8% |
| 3M | -37.4% | +9.0% | -46.3% | -40.1% |
| 6M | -51.5% | +35.3% | -86.7% | -57.0% |
| YTD | -8.1% | +82.2% | -90.3% | -26.1% |
| 1Y | +13.8% | +92.3% | -78.5% | -5.5% |
| All | +13.8% | +87.6% | -73.8% | -5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling