+945.1%
IGV vs AMKR
+216.6%
+728.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.1% | -1.1% |
| 7D | -1.5% | +8.9% | -10.4% | -3.4% |
| 30D | -3.0% | -2.7% | -0.3% | -2.9% |
| 3M | +9.6% | -27.5% | +37.0% | +13.6% |
| 6M | +16.1% | +19.4% | -3.3% | +6.1% |
| YTD | -3.6% | +30.7% | -34.3% | -14.6% |
| 1Y | -7.8% | +107.9% | -115.8% | -27.2% |
| 3Y | +40.0% | +136.1% | -96.1% | +3.7% |
| 5Y | +21.2% | +96.6% | -75.4% | -8.9% |
| 10Y | +364.4% | +535.0% | -170.6% | +146.7% |
| All | +945.1% | +216.6% | +728.5% | +396.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling