+147.7%
AMKR vs TRU
-1.3%
+149.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.5% | +4.2% |
| 7D | +8.3% | -2.7% | +11.0% | +9.0% |
| 30D | -6.8% | -2.0% | -4.7% | -6.7% |
| 3M | -31.9% | +18.4% | -50.4% | -38.0% |
| 6M | +18.4% | +8.9% | +9.5% | +10.3% |
| YTD | +31.7% | -8.9% | +40.6% | +31.0% |
| 1Y | +105.2% | -15.9% | +121.1% | +110.8% |
| 3Y | +147.7% | -1.1% | +148.8% | +138.7% |
| All | +147.7% | -1.3% | +149.0% | +138.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling