+131.8%
AMKR vs VLTO
+23.4%
+108.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -3.1% |
| 7D | +5.5% | -4.5% | +10.0% | +7.0% |
| 30D | -8.6% | -4.6% | -4.0% | -7.4% |
| 3M | -28.7% | +13.3% | -42.0% | -34.9% |
| 6M | +13.3% | +2.1% | +11.2% | +9.5% |
| YTD | +26.1% | -6.1% | +32.1% | +28.4% |
| 1Y | +101.2% | -11.4% | +112.6% | +111.9% |
| All | +131.8% | +23.4% | +108.4% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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