+83.9%
VUG vs AMKR
+125.2%
-41.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | +0.1% |
| 7D | -1.9% | +5.5% | -7.4% | -2.9% |
| 30D | -1.6% | -8.6% | +7.1% | -0.3% |
| 3M | +4.4% | -28.7% | +33.1% | +8.7% |
| 6M | +13.2% | +13.3% | -0.1% | +4.8% |
| YTD | +7.5% | +26.1% | -18.6% | -4.3% |
| 1Y | +12.5% | +101.2% | -88.7% | -12.9% |
| All | +83.9% | +125.2% | -41.2% | +22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling