+145.2%
AMKR vs ROIV
+287.3%
-142.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.6% | +2.0% | +5.7% |
| 7D | -5.3% | +13.3% | -18.6% | -7.7% |
| 30D | -28.7% | +14.8% | -43.5% | -30.7% |
| 3M | -36.6% | +11.9% | -48.5% | -38.2% |
| 6M | -54.2% | +42.4% | -96.6% | -57.3% |
| YTD | -10.9% | +87.4% | -98.3% | -21.1% |
| 1Y | +1.3% | +97.2% | -95.9% | -11.2% |
| 3Y | +60.0% | +375.7% | -315.7% | +21.4% |
| 5Y | +59.3% | +379.0% | -319.8% | +8.4% |
| All | +145.2% | +287.3% | -142.1% | +85.3% |
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