+54.3%
VXUS vs AMKR
+101.8%
-47.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -1.0% |
| 7D | +0.3% | +8.9% | -8.6% | -1.2% |
| 30D | +0.7% | -2.7% | +3.4% | +0.8% |
| 3M | +4.8% | -27.5% | +32.2% | +8.4% |
| 6M | +11.3% | +19.4% | -8.1% | +4.4% |
| YTD | +16.5% | +30.7% | -14.2% | +6.5% |
| 1Y | +24.3% | +107.9% | -83.6% | +3.0% |
| 3Y | +74.5% | +136.1% | -61.6% | +33.3% |
| 5Y | +54.3% | +96.6% | -42.3% | +15.7% |
| All | +54.3% | +101.8% | -47.5% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling