+265.9%
IONQ vs AMKR
+238.5%
+27.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +0.3% |
| 7D | +0.8% | 0.0% | +0.9% | +0.8% |
| 30D | -1.0% | -11.1% | +10.1% | +5.8% |
| 3M | -39.8% | -35.2% | -4.6% | -26.3% |
| 6M | +6.4% | +4.9% | +1.6% | -6.0% |
| YTD | -11.9% | +21.6% | -33.5% | -32.0% |
| 1Y | -6.2% | +98.0% | -104.2% | -49.6% |
| 3Y | +125.7% | +77.8% | +47.9% | +20.0% |
| 5Y | +296.0% | +79.9% | +216.1% | +89.8% |
| All | +265.9% | +238.5% | +27.5% | +54.4% |
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