+146.2%
VXUS vs AMKR
+236.0%
-89.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.5% |
| 7D | +2.1% | +10.0% | -7.9% | +0.3% |
| 30D | -1.1% | -19.4% | +18.3% | +2.0% |
| 3M | -5.6% | -37.4% | +31.7% | +1.2% |
| 6M | -2.3% | -51.5% | +49.2% | +7.4% |
| YTD | +10.4% | -8.1% | +18.4% | +6.1% |
| 1Y | +13.1% | +13.8% | -0.8% | +4.0% |
| 3Y | +68.0% | +59.4% | +8.6% | +37.8% |
| 5Y | +45.8% | +65.9% | -20.0% | +14.5% |
| All | +146.2% | +236.0% | -89.8% | +48.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling