+196.2%
AMKR vs VO
+827.2%
-631.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +2.1% |
| 7D | 0.0% | -0.3% | +0.2% | +0.4% |
| 30D | -11.1% | -0.3% | -10.8% | -10.4% |
| 3M | -35.2% | +2.9% | -38.1% | -37.2% |
| 6M | +4.9% | +9.3% | -4.5% | -6.2% |
| YTD | +21.6% | +14.2% | +7.4% | +2.4% |
| 1Y | +98.0% | +15.3% | +82.8% | +66.2% |
| 3Y | +77.8% | +56.2% | +21.6% | -1.1% |
| 5Y | +79.9% | +42.4% | +37.4% | +19.0% |
| 10Y | +456.9% | +194.7% | +262.1% | +41.4% |
| All | +196.2% | +827.2% | -631.0% | -87.4% |
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