+234.7%
AMKR vs ROIV
+232.7%
+2.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.5% |
| 7D | 0.0% | +0.6% | -0.7% | -0.2% |
| 30D | -11.1% | +1.0% | -12.1% | -11.3% |
| 3M | -35.2% | +18.3% | -53.5% | -37.0% |
| 6M | +4.9% | +18.3% | -13.4% | +1.7% |
| YTD | +21.6% | +61.0% | -39.4% | +11.4% |
| 1Y | +98.0% | +177.9% | -79.8% | +64.3% |
| 3Y | +77.8% | +199.1% | -121.2% | +43.9% |
| 5Y | +79.9% | +250.7% | -170.8% | +36.3% |
| All | +234.7% | +232.7% | +2.0% | +161.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling