+90.9%
AMKR vs VMC
+47.2%
+43.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.7% |
| 7D | +5.5% | -3.7% | +9.2% | +8.0% |
| 30D | -8.6% | -12.8% | +4.1% | -0.1% |
| 3M | -28.7% | -7.9% | -20.8% | -26.4% |
| 6M | +13.3% | -7.5% | +20.8% | +16.4% |
| YTD | +26.1% | -11.6% | +37.7% | +32.5% |
| 1Y | +101.2% | -14.3% | +115.4% | +116.0% |
| 3Y | +127.7% | +18.5% | +109.2% | +85.6% |
| 5Y | +90.9% | +46.8% | +44.1% | +27.8% |
| All | +90.9% | +47.2% | +43.7% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 5y: compounded portfolio wealth divided by compounded VMC 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…
5y analysis · Full analysis span regression · 6 months rolling