+2,723.0%
VRT vs AMKR
+498.3%
+2,224.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.6% | +3.6% |
| 7D | +9.1% | 0.0% | +9.2% | +9.1% |
| 30D | +0.9% | -11.1% | +12.1% | +5.7% |
| 3M | -13.4% | -35.2% | +21.8% | +1.3% |
| 6M | +11.7% | +4.9% | +6.8% | +5.5% |
| YTD | +73.2% | +21.6% | +51.6% | +52.9% |
| 1Y | +123.4% | +98.0% | +25.4% | +59.3% |
| 3Y | +606.2% | +77.8% | +528.3% | +415.2% |
| 5Y | +899.9% | +79.9% | +820.0% | +603.1% |
| All | +2,723.0% | +498.3% | +2,224.8% | +1,230.1% |
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