+119.6%
AMKR vs ROIV
+201.4%
-81.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.1% |
| 7D | 0.0% | +0.6% | -0.7% | -0.3% |
| 30D | -11.1% | +1.0% | -12.1% | -11.5% |
| 3M | -35.2% | +18.3% | -53.5% | -38.8% |
| 6M | +4.9% | +18.3% | -13.4% | -1.6% |
| YTD | +21.6% | +61.0% | -39.4% | +1.2% |
| 1Y | +98.0% | +177.9% | -79.8% | +31.7% |
| All | +119.6% | +201.4% | -81.8% | +33.4% |
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 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