+20.2%
VZ vs AMKR
+48.3%
-28.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.6% | -8.6% | -0.7% |
| 7D | +2.1% | -16.9% | +19.1% | +1.7% |
| 30D | +1.4% | -37.2% | +38.6% | +0.2% |
| 3M | -1.3% | -39.3% | +38.0% | -2.3% |
| 6M | -0.5% | -57.4% | +56.8% | -2.0% |
| YTD | +19.6% | -16.5% | +36.1% | +18.4% |
| 1Y | +22.4% | -6.0% | +28.4% | +20.9% |
| 3Y | +55.9% | +46.2% | +9.7% | +50.8% |
| All | +20.2% | +48.3% | -28.1% | +13.6% |
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