+953.6%
VRT vs AMKR
+101.8%
+851.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.2% | -10.8% | -10.3% |
| 7D | +2.4% | +8.9% | -6.5% | -2.4% |
| 30D | -2.7% | -2.7% | 0.0% | -1.8% |
| 3M | -9.2% | -27.5% | +18.3% | +4.4% |
| 6M | -0.5% | +19.4% | -19.9% | -16.8% |
| YTD | +62.3% | +30.7% | +31.6% | +26.7% |
| 1Y | +109.6% | +107.9% | +1.7% | +20.2% |
| 3Y | +573.1% | +136.1% | +437.0% | +242.3% |
| 5Y | +953.6% | +96.6% | +857.0% | +392.7% |
| All | +953.6% | +101.8% | +851.8% | +392.7% |
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