+758.4%
IVV vs AMKR
-9.6%
+768.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.6% | -4.3% | +1.3% |
| 7D | +0.1% | -5.3% | +5.4% | +0.7% |
| 30D | -3.3% | -28.7% | +25.4% | +1.3% |
| 3M | -2.4% | -36.6% | +34.2% | +3.5% |
| 6M | +2.6% | -54.2% | +56.8% | +12.1% |
| YTD | +11.3% | -10.9% | +22.2% | +8.2% |
| 1Y | +13.4% | +1.3% | +12.1% | +7.8% |
| 3Y | +80.3% | +60.0% | +20.3% | +54.5% |
| 5Y | +72.7% | +59.3% | +13.5% | +44.9% |
| 10Y | +309.6% | +237.3% | +72.4% | +185.3% |
| All | +758.4% | -9.6% | +768.0% | +388.3% |
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 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