+2,397.0%
VRT vs AMKR
+520.3%
+1,876.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.5% | -2.1% | -4.1% |
| 7D | -7.7% | +5.5% | -13.2% | -9.8% |
| 30D | -12.0% | -8.6% | -3.3% | -8.9% |
| 3M | -11.7% | -28.7% | +17.0% | -0.6% |
| 6M | -8.1% | +13.3% | -21.4% | -16.0% |
| YTD | +53.2% | +26.1% | +27.2% | +33.2% |
| 1Y | +81.7% | +101.2% | -19.5% | +28.6% |
| 3Y | +535.3% | +127.7% | +407.5% | +328.1% |
| 5Y | +916.4% | +90.9% | +825.5% | +599.6% |
| All | +2,397.0% | +520.3% | +1,876.7% | +1,058.3% |
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