+215.4%
IONQ vs AMKR
+169.9%
+45.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +10.5% | -13.2% | -8.7% |
| 7D | +15.3% | +6.8% | +8.5% | +10.8% |
| 30D | -6.1% | -20.8% | +14.7% | +6.7% |
| 3M | -21.6% | -29.7% | +8.1% | -6.0% |
| 6M | -40.1% | -50.2% | +10.0% | -17.1% |
| YTD | -24.1% | -3.0% | -21.1% | -34.5% |
| 1Y | -37.4% | +12.0% | -49.4% | -51.5% |
| 3Y | +219.5% | +67.0% | +152.5% | +71.1% |
| 5Y | +76.9% | +76.5% | +0.4% | -9.5% |
| All | +215.4% | +169.9% | +45.4% | +48.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling