+776.1%
IVV vs AMKR
+23.4%
+752.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.7% |
| 7D | +0.1% | 0.0% | +0.2% | +0.1% |
| 30D | +0.1% | -11.1% | +11.2% | +1.6% |
| 3M | +2.0% | -35.2% | +37.2% | +6.8% |
| 6M | +13.0% | +4.9% | +8.2% | +8.9% |
| YTD | +13.6% | +21.6% | -8.0% | +6.2% |
| 1Y | +20.1% | +98.0% | -78.0% | +3.1% |
| 3Y | +77.6% | +77.8% | -0.2% | +50.4% |
| 5Y | +82.5% | +79.9% | +2.6% | +50.9% |
| 10Y | +316.5% | +456.9% | -140.3% | +171.2% |
| All | +776.1% | +23.4% | +752.7% | +379.1% |
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