+231.9%
VLO vs AMKR
+59.6%
+172.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.6% |
| 7D | +9.6% | +10.0% | -0.4% | +8.5% |
| 30D | -17.4% | -19.4% | +2.0% | -15.9% |
| 3M | +10.8% | -37.4% | +48.1% | +15.3% |
| 6M | +56.9% | -51.5% | +108.4% | +65.5% |
| YTD | +136.8% | -8.1% | +144.9% | +120.5% |
| 1Y | +120.7% | +13.8% | +106.9% | +96.5% |
| 3Y | +231.9% | +59.4% | +172.5% | +137.4% |
| All | +231.9% | +59.6% | +172.3% | +137.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling