+688.8%
VRT vs AMKR
+71.3%
+617.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +3.0% |
| 7D | +18.6% | +21.7% | -3.1% | +5.7% |
| 30D | -11.7% | -22.0% | +10.4% | +2.2% |
| 3M | -27.3% | -33.1% | +5.8% | -9.2% |
| 6M | -42.9% | -49.3% | +6.4% | -20.3% |
| YTD | +29.5% | -5.5% | +35.0% | +20.9% |
| 1Y | +21.0% | +8.4% | +12.6% | +3.0% |
| 3Y | +403.1% | +62.7% | +340.4% | +211.1% |
| 5Y | +688.8% | +70.5% | +618.3% | +323.2% |
| All | +688.8% | +71.3% | +617.5% | +323.2% |
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