+60.0%
AMKR vs ROIV
+351.4%
-291.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.6% | +2.0% | +4.3% |
| 7D | -5.3% | +13.3% | -18.6% | -10.9% |
| 30D | -28.7% | +14.8% | -43.5% | -33.4% |
| 3M | -36.6% | +11.9% | -48.5% | -40.6% |
| 6M | -54.2% | +42.4% | -96.6% | -61.7% |
| YTD | -10.9% | +87.4% | -98.3% | -35.4% |
| 1Y | +1.3% | +97.2% | -95.9% | -29.0% |
| 3Y | +60.0% | +375.7% | -315.7% | -30.0% |
| All | +60.0% | +351.4% | -291.4% | -30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling