+528.2%
AMKR vs TROW
+130.0%
+398.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +5.3% |
| 7D | +8.3% | -3.2% | +11.5% | +10.9% |
| 30D | -6.8% | -4.6% | -2.2% | -3.5% |
| 3M | -31.9% | -0.7% | -31.3% | -33.0% |
| 6M | +18.4% | +22.2% | -3.8% | -0.7% |
| YTD | +31.7% | +6.6% | +25.0% | +22.6% |
| 1Y | +105.2% | +5.8% | +99.4% | +92.3% |
| 3Y | +147.7% | +11.6% | +136.1% | +122.7% |
| 5Y | +99.4% | -38.9% | +138.3% | +176.1% |
| All | +528.2% | +130.0% | +398.1% | +345.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling