+528.2%
AMKR vs TRI
+196.2%
+331.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +3.9% |
| 7D | +8.3% | -7.9% | +16.2% | +10.8% |
| 30D | -6.8% | -4.5% | -2.3% | -6.3% |
| 3M | -31.9% | +22.1% | -54.0% | -40.3% |
| 6M | +18.4% | -2.8% | +21.1% | +12.9% |
| YTD | +31.7% | -23.4% | +55.1% | +42.1% |
| 1Y | +105.2% | -41.5% | +146.8% | +163.7% |
| 3Y | +147.7% | -19.2% | +167.0% | +139.5% |
| 5Y | +99.4% | -9.4% | +108.8% | +74.2% |
| All | +528.2% | +196.2% | +331.9% | +141.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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