+98.0%
AMKR vs UPST
-56.5%
+154.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +2.3% |
| 7D | 0.0% | -3.5% | +3.5% | +1.2% |
| 30D | -11.1% | -7.1% | -4.0% | -9.0% |
| 3M | -35.2% | -13.1% | -22.1% | -32.0% |
| 6M | +4.9% | -1.1% | +6.0% | +3.1% |
| YTD | +21.6% | -35.9% | +57.4% | +38.1% |
| 1Y | +98.0% | -57.4% | +155.5% | +144.4% |
| All | +98.0% | -56.5% | +154.6% | +144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 1y: compounded portfolio wealth divided by compounded UPST 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…
1y analysis · Full analysis span regression · 6 months rolling