+528.2%
AMKR vs VO
+200.3%
+327.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.7% | +3.1% |
| 7D | +8.3% | -1.5% | +9.8% | +11.1% |
| 30D | -6.8% | -3.0% | -3.7% | -1.5% |
| 3M | -31.9% | +2.8% | -34.8% | -34.5% |
| 6M | +18.4% | +10.9% | +7.4% | +2.2% |
| YTD | +31.7% | +12.5% | +19.2% | +12.1% |
| 1Y | +105.2% | +12.0% | +93.3% | +77.8% |
| 3Y | +147.7% | +56.3% | +91.5% | +31.9% |
| 5Y | +99.4% | +42.9% | +56.4% | +26.7% |
| All | +528.2% | +200.3% | +327.9% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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