+1,216.9%
VST vs AMKR
+431.0%
+785.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.8% | +3.1% |
| 7D | +8.9% | 0.0% | +9.0% | +8.9% |
| 30D | +6.2% | -11.1% | +17.3% | +8.7% |
| 3M | -2.7% | -35.2% | +32.4% | +4.8% |
| 6M | -8.4% | +4.9% | -13.2% | -12.5% |
| YTD | -7.2% | +21.6% | -28.8% | -15.2% |
| 1Y | -20.9% | +98.0% | -118.9% | -36.0% |
| 3Y | +384.0% | +77.8% | +306.2% | +292.9% |
| 5Y | +757.1% | +79.9% | +677.2% | +570.8% |
| All | +1,216.9% | +431.0% | +785.8% | +704.3% |
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 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