+91.1%
AMKR vs TRU
-35.6%
+126.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.5% | +4.0% |
| 7D | +8.3% | -2.7% | +11.0% | +9.4% |
| 30D | -6.8% | -2.0% | -4.7% | -6.6% |
| 3M | -31.9% | +18.4% | -50.4% | -40.0% |
| 6M | +18.4% | +8.9% | +9.5% | +7.3% |
| YTD | +31.7% | -8.9% | +40.6% | +29.2% |
| 1Y | +105.2% | -15.9% | +121.1% | +108.9% |
| 3Y | +147.7% | -1.1% | +148.8% | +122.4% |
| All | +91.1% | -35.6% | +126.7% | +147.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling