+64.4%
VZ vs AMKR
+503.2%
-438.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.6% | -1.3% |
| 7D | -1.0% | +8.9% | -9.8% | -1.1% |
| 30D | +5.8% | -2.7% | +8.5% | +5.8% |
| 3M | +10.5% | -27.5% | +38.0% | +10.8% |
| 6M | +1.8% | +19.4% | -17.6% | +0.5% |
| YTD | +28.3% | +30.7% | -2.4% | +26.0% |
| 1Y | +22.0% | +107.9% | -86.0% | +17.5% |
| 3Y | +81.8% | +136.1% | -54.3% | +71.6% |
| 5Y | +25.3% | +96.6% | -71.3% | +17.9% |
| 10Y | +64.4% | +535.0% | -470.6% | +36.1% |
| All | +64.4% | +503.2% | -438.8% | +36.1% |
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