+192.5%
AMKR vs VSH
+356.7%
-164.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.2% | +1.5% | +0.2% |
| 7D | +10.0% | +14.3% | -4.3% | 0.0% |
| 30D | -19.4% | -7.9% | -11.6% | -14.8% |
| 3M | -37.4% | -19.9% | -17.5% | -27.2% |
| 6M | -51.5% | -30.5% | -20.9% | -38.8% |
| YTD | -8.1% | +85.7% | -93.8% | -41.3% |
| 1Y | +13.8% | +98.9% | -85.1% | -30.4% |
| 3Y | +59.4% | +32.1% | +27.3% | +22.6% |
| 5Y | +65.9% | +39.7% | +26.2% | +25.3% |
| 10Y | +238.6% | +117.6% | +121.0% | +95.9% |
| All | +192.5% | +356.7% | -164.2% | +3.2% |
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