+1,250.4%
VUG vs AMKR
+192.7%
+1,057.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.8% |
| 7D | -0.1% | 0.0% | -0.1% | -0.1% |
| 30D | -0.3% | -11.1% | +10.8% | +1.5% |
| 3M | -0.7% | -35.2% | +34.5% | +5.2% |
| 6M | +14.6% | +4.9% | +9.7% | +9.5% |
| YTD | +9.0% | +21.6% | -12.6% | +0.3% |
| 1Y | +14.9% | +98.0% | -83.2% | -5.0% |
| 3Y | +86.0% | +77.8% | +8.2% | +51.6% |
| 5Y | +76.7% | +79.9% | -3.2% | +40.6% |
| 10Y | +411.3% | +456.9% | -45.6% | +205.3% |
| All | +1,250.4% | +192.7% | +1,057.8% | +563.7% |
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 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