+319.0%
AMKR vs TROW
+1,076.3%
-757.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +5.2% |
| 7D | +8.3% | -3.2% | +11.5% | +10.4% |
| 30D | -6.8% | -4.6% | -2.2% | -4.1% |
| 3M | -31.9% | -0.7% | -31.3% | -32.7% |
| 6M | +18.4% | +22.2% | -3.8% | +3.0% |
| YTD | +31.7% | +6.6% | +25.0% | +24.7% |
| 1Y | +105.2% | +5.8% | +99.4% | +95.6% |
| 3Y | +147.7% | +11.6% | +136.1% | +130.5% |
| 5Y | +99.4% | -38.9% | +138.3% | +166.5% |
| 10Y | +539.7% | +128.5% | +411.1% | +283.4% |
| All | +319.0% | +1,076.3% | -757.2% | -9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling