+90.9%
AMKR vs VO
+40.2%
+50.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -1.9% |
| 7D | +5.5% | -2.5% | +8.0% | +10.3% |
| 30D | -8.6% | -3.2% | -5.4% | -2.8% |
| 3M | -28.7% | +3.9% | -32.6% | -32.7% |
| 6M | +13.3% | +9.6% | +3.6% | -1.0% |
| YTD | +26.1% | +11.6% | +14.5% | +7.8% |
| 1Y | +101.2% | +12.6% | +88.6% | +71.3% |
| 3Y | +127.7% | +55.4% | +72.4% | +21.8% |
| 5Y | +90.9% | +41.8% | +49.0% | +25.9% |
| All | +90.9% | +40.2% | +50.7% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling