+313.6%
IVV vs AMKR
+519.6%
-206.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | +0.1% |
| 7D | -2.0% | +5.5% | -7.5% | -3.1% |
| 30D | -1.6% | -8.6% | +7.0% | -0.4% |
| 3M | +4.8% | -28.7% | +33.5% | +9.0% |
| 6M | +12.6% | +13.3% | -0.7% | +5.0% |
| YTD | +11.8% | +26.1% | -14.3% | +0.7% |
| 1Y | +17.6% | +101.2% | -83.6% | -5.5% |
| 3Y | +77.0% | +127.7% | -50.7% | +32.2% |
| 5Y | +82.6% | +90.9% | -8.3% | +35.9% |
| All | +313.6% | +519.6% | -206.0% | +114.3% |
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