+301.2%
AMKR vs VTR
+2,090.9%
-1,789.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -4.0% |
| 7D | +5.5% | -1.8% | +7.3% | +6.2% |
| 30D | -8.6% | +4.0% | -12.6% | -10.0% |
| 3M | -28.7% | +7.8% | -36.6% | -31.5% |
| 6M | +13.3% | +6.4% | +6.9% | +8.9% |
| YTD | +26.1% | +18.3% | +7.8% | +16.3% |
| 1Y | +101.2% | +33.9% | +67.2% | +76.1% |
| 3Y | +127.7% | +134.3% | -6.6% | +57.8% |
| 5Y | +90.9% | +90.3% | +0.6% | +41.8% |
| 10Y | +512.5% | +100.1% | +412.4% | +297.3% |
| All | +301.2% | +2,090.9% | -1,789.7% | +41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling