+25.5%
VZ vs AMKR
+79.9%
-54.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -0.9% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | +7.9% | -11.1% | +19.0% | +7.7% |
| 3M | +13.6% | -35.2% | +48.8% | +13.0% |
| 6M | +1.1% | +4.9% | -3.8% | +0.9% |
| YTD | +29.3% | +21.6% | +7.7% | +28.8% |
| 1Y | +21.2% | +98.0% | -76.8% | +20.1% |
| 3Y | +75.9% | +77.8% | -1.9% | +72.1% |
| All | +25.5% | +79.9% | -54.4% | +20.4% |
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