+137.2%
AMKR vs VSH
+33.8%
+103.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -2.9% |
| 7D | +5.5% | +3.1% | +2.4% | +3.1% |
| 30D | -8.6% | -5.7% | -2.9% | -4.2% |
| 3M | -28.7% | -42.5% | +13.8% | +5.2% |
| 6M | +13.3% | +82.7% | -69.4% | -28.2% |
| YTD | +26.1% | +118.2% | -92.2% | -29.7% |
| 1Y | +101.2% | +109.7% | -8.5% | +15.3% |
| All | +137.2% | +33.8% | +103.4% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling