+161.1%
VEA vs AMKR
+547.1%
-386.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.4% | -3.4% | +0.3% |
| 7D | -1.5% | +8.3% | -9.7% | -2.9% |
| 30D | -0.8% | -6.8% | +5.9% | 0.0% |
| 3M | +2.5% | -31.9% | +34.4% | +7.4% |
| 6M | +11.1% | +18.4% | -7.2% | +4.3% |
| YTD | +17.2% | +31.7% | -14.5% | +6.8% |
| 1Y | +24.5% | +105.2% | -80.7% | +3.3% |
| 3Y | +75.4% | +147.7% | -72.3% | +34.4% |
| 5Y | +61.1% | +99.4% | -38.3% | +23.8% |
| All | +161.1% | +547.1% | -386.0% | +42.8% |
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