+1.9%
AMKR vs TROW
+17.3%
-15.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.0% | -11.2% | -7.8% |
| 7D | -15.5% | +8.2% | -23.8% | -18.8% |
| 30D | -34.7% | +8.3% | -43.0% | -37.3% |
| 3M | -36.1% | -1.6% | -34.5% | -35.4% |
| 6M | -49.6% | +11.9% | -61.5% | -55.4% |
| YTD | -9.2% | +14.3% | -23.6% | -24.3% |
| 1Y | +1.9% | +17.0% | -15.1% | -19.1% |
| All | +1.9% | +17.3% | -15.4% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling