+137.9%
VGT vs AMKR
+96.3%
+41.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.4% | -3.2% | -0.2% |
| 7D | -0.2% | +8.3% | -8.5% | -2.8% |
| 30D | -0.4% | -6.8% | +6.3% | +1.2% |
| 3M | +4.4% | -31.9% | +36.4% | +14.2% |
| 6M | +32.1% | +18.4% | +13.7% | +17.2% |
| YTD | +28.8% | +31.7% | -2.9% | +8.0% |
| 1Y | +35.3% | +105.2% | -69.9% | -5.9% |
| 3Y | +124.8% | +147.7% | -23.0% | +33.8% |
| All | +137.9% | +96.3% | +41.6% | +43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling