+528.2%
AMKR vs TRU
+147.2%
+381.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.5% | +3.9% |
| 7D | +8.3% | -2.7% | +11.0% | +9.7% |
| 30D | -6.8% | -2.0% | -4.7% | -6.6% |
| 3M | -31.9% | +18.4% | -50.4% | -41.2% |
| 6M | +18.4% | +8.9% | +9.5% | +5.5% |
| YTD | +31.7% | -8.9% | +40.6% | +27.8% |
| 1Y | +105.2% | -15.9% | +121.1% | +107.1% |
| 3Y | +147.7% | -1.1% | +148.8% | +112.5% |
| 5Y | +99.4% | -35.2% | +134.5% | +123.9% |
| All | +528.2% | +147.2% | +381.0% | +334.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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