+353.9%
AMKR vs VIG
+614.0%
-260.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.8% | +2.1% |
| 7D | +8.9% | -1.2% | +10.0% | +10.9% |
| 30D | -2.7% | -2.8% | +0.1% | +1.8% |
| 3M | -27.5% | +2.5% | -29.9% | -30.6% |
| 6M | +19.4% | +8.1% | +11.3% | +5.4% |
| YTD | +30.7% | +9.6% | +21.1% | +13.6% |
| 1Y | +107.9% | +14.2% | +93.8% | +70.3% |
| 3Y | +136.1% | +56.1% | +80.0% | +21.2% |
| 5Y | +96.6% | +62.8% | +33.8% | -2.0% |
| 10Y | +535.0% | +248.2% | +286.8% | +0.2% |
| All | +353.9% | +614.0% | -260.2% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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