+65.2%
AMKR vs VO
+36.2%
+29.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +10.0% | +3.1% | +6.9% | +4.5% |
| 30D | -19.4% | +2.2% | -21.6% | -21.8% |
| 3M | -37.4% | -2.5% | -34.9% | -33.7% |
| 6M | -51.5% | +7.0% | -58.4% | -55.8% |
| YTD | -8.1% | +14.0% | -22.1% | -23.6% |
| 1Y | +13.8% | +15.6% | -1.8% | -7.2% |
| 3Y | +59.4% | +66.2% | -6.8% | -22.6% |
| All | +65.2% | +36.2% | +29.0% | +13.8% |
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