+98.5%
AMKR vs ROIV
+316.9%
-218.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +18.8% | -12.6% | +2.3% |
| 7D | +11.1% | +20.2% | -9.0% | +6.8% |
| 30D | -8.1% | +14.1% | -22.2% | -10.7% |
| 3M | -25.6% | +45.6% | -71.2% | -30.7% |
| 6M | +22.5% | +44.1% | -21.6% | +14.0% |
| YTD | +29.1% | +91.2% | -62.1% | +14.1% |
| 1Y | +105.7% | +221.3% | -115.6% | +65.5% |
| 3Y | +133.2% | +229.2% | -96.0% | +83.9% |
| 5Y | +98.5% | +316.5% | -217.9% | +33.9% |
| All | +98.5% | +316.9% | -218.3% | +33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling