+147.7%
AMKR vs VTR
+132.9%
+14.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.5% |
| 7D | +8.3% | -0.3% | +8.6% | +8.3% |
| 30D | -6.8% | +1.1% | -7.9% | -6.9% |
| 3M | -31.9% | +7.9% | -39.8% | -33.2% |
| 6M | +18.4% | +6.2% | +12.2% | +16.6% |
| YTD | +31.7% | +17.7% | +13.9% | +26.4% |
| 1Y | +105.2% | +32.9% | +72.3% | +89.3% |
| 3Y | +147.7% | +129.7% | +18.1% | +72.1% |
| All | +147.7% | +132.9% | +14.9% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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