+36.8%
AMKR vs VG
-49.4%
+86.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.7% |
| 7D | -8.4% | -7.7% | -0.7% | -7.5% |
| 30D | -29.8% | -8.8% | -21.0% | -29.1% |
| 3M | -34.7% | -15.6% | -19.1% | -33.6% |
| 6M | -54.9% | +5.2% | -60.1% | -55.6% |
| YTD | -12.3% | +76.9% | -89.2% | -26.8% |
| 1Y | -1.4% | +42.5% | -43.9% | -13.9% |
| All | +36.8% | -49.4% | +86.1% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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