+476.5%
V vs AMKR
+245.4%
+231.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.3% | -0.8% |
| 7D | -0.4% | +21.7% | -22.1% | -3.4% |
| 30D | +6.3% | -22.0% | +28.4% | +9.6% |
| 3M | +17.2% | -33.1% | +50.3% | +22.7% |
| 6M | +29.2% | -49.3% | +78.6% | +37.8% |
| YTD | +20.8% | -5.5% | +26.3% | +12.0% |
| 1Y | +25.0% | +8.4% | +16.6% | +12.2% |
| 3Y | +75.3% | +62.7% | +12.6% | +34.8% |
| 5Y | +105.8% | +70.5% | +35.4% | +49.8% |
| All | +476.5% | +245.4% | +231.2% | +201.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 10y: compounded portfolio wealth divided by compounded AMKR 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…
10y analysis · Full analysis span regression · 6 months rolling