+233.9%
AMKR vs VT
+346.0%
-112.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.2% | +7.4% | +7.3% |
| 7D | -16.9% | -2.3% | -14.6% | -13.4% |
| 30D | -37.2% | -5.0% | -32.3% | -31.5% |
| 3M | -39.3% | -4.9% | -34.4% | -33.5% |
| 6M | -57.4% | -1.5% | -55.8% | -54.6% |
| YTD | -16.5% | +8.5% | -24.9% | -21.4% |
| 1Y | -6.0% | +11.4% | -17.4% | -14.4% |
| 3Y | +46.2% | +70.1% | -23.9% | -23.0% |
| 5Y | +49.3% | +53.7% | -4.4% | -4.7% |
| 10Y | +239.3% | +220.0% | +19.4% | -7.4% |
| All | +233.9% | +346.0% | -112.1% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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