+123.9%
AMKR vs VO
+825.6%
-701.7%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +10.0% | +3.1% | +6.9% | +5.3% |
| 30D | -19.4% | +2.2% | -21.6% | -21.5% |
| 3M | -37.4% | -2.5% | -34.9% | -34.1% |
| 6M | -51.5% | +7.0% | -58.4% | -55.2% |
| YTD | -8.1% | +14.0% | -22.1% | -21.7% |
| 1Y | +13.8% | +15.6% | -1.8% | -4.6% |
| 3Y | +59.4% | +66.2% | -6.8% | -18.5% |
| 5Y | +65.9% | +36.6% | +29.2% | +17.6% |
| 10Y | +238.6% | +199.0% | +39.6% | -15.1% |
| All | +123.9% | +825.6% | -701.7% | -90.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling