+9,912.8%
VLO vs AMKR
+342.0%
+9,570.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.2% | -2.9% | +2.4% |
| 7D | +5.8% | +11.1% | -5.4% | +4.1% |
| 30D | +28.3% | -8.1% | +36.4% | +29.5% |
| 3M | +48.7% | -25.6% | +74.3% | +52.3% |
| 6M | +71.9% | +22.5% | +49.4% | +60.7% |
| YTD | +138.7% | +29.1% | +109.6% | +119.7% |
| 1Y | +148.5% | +105.7% | +42.8% | +111.0% |
| 3Y | +192.7% | +133.2% | +59.4% | +136.9% |
| 5Y | +601.6% | +98.5% | +503.1% | +465.4% |
| 10Y | +900.2% | +490.6% | +409.6% | +555.2% |
| All | +9,912.8% | +342.0% | +9,570.8% | +4,095.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling