+310.8%
AMKR vs VSH
+438.2%
-127.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.9% |
| 7D | +11.1% | +6.2% | +4.9% | +6.5% |
| 30D | -8.1% | -11.1% | +3.1% | +0.1% |
| 3M | -25.6% | -44.9% | +19.3% | +12.3% |
| 6M | +22.5% | +90.0% | -67.5% | -22.2% |
| YTD | +29.1% | +118.8% | -89.7% | -25.9% |
| 1Y | +105.7% | +109.0% | -3.3% | +22.1% |
| 3Y | +133.2% | +35.6% | +97.6% | +77.0% |
| 5Y | +98.5% | +66.7% | +31.8% | +34.1% |
| 10Y | +490.6% | +167.9% | +322.7% | +198.7% |
| All | +310.8% | +438.2% | -127.3% | +30.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling