+13.8%
AMKR vs UPST
-49.8%
+63.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.9% | -3.5% |
| 7D | +10.0% | -10.6% | +20.7% | +14.3% |
| 30D | -19.4% | -14.0% | -5.4% | -15.2% |
| 3M | -37.4% | -36.8% | -0.5% | -26.8% |
| 6M | -51.5% | -27.5% | -23.9% | -45.9% |
| YTD | -8.1% | -55.3% | +47.2% | +18.4% |
| 1Y | +13.8% | -47.5% | +61.4% | +39.0% |
| All | +13.8% | -49.8% | +63.7% | +39.0% |
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