+21.2%
IGV vs AMKR
+88.0%
-66.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | +0.2% |
| 7D | -5.4% | +5.5% | -10.9% | -6.6% |
| 30D | -2.6% | -8.6% | +6.0% | -1.1% |
| 3M | +10.5% | -28.7% | +39.2% | +15.2% |
| 6M | +18.2% | +13.3% | +4.9% | +5.5% |
| YTD | -4.2% | +26.1% | -30.3% | -18.8% |
| 1Y | -9.8% | +101.2% | -111.0% | -35.6% |
| 3Y | +39.1% | +127.7% | -88.6% | -13.6% |
| 5Y | +21.2% | +90.9% | -69.7% | -27.6% |
| All | +21.2% | +88.0% | -66.8% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 AMKR 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