+528.2%
AMKR vs URA
+346.2%
+182.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.3% | +7.7% | +6.2% |
| 7D | +8.3% | -5.5% | +13.8% | +11.6% |
| 30D | -6.8% | -3.7% | -3.1% | -5.0% |
| 3M | -31.9% | -2.9% | -29.0% | -30.2% |
| 6M | +18.4% | -15.2% | +33.6% | +29.6% |
| YTD | +31.7% | +1.9% | +29.8% | +30.8% |
| 1Y | +105.2% | +6.9% | +98.3% | +94.9% |
| 3Y | +147.7% | +99.6% | +48.1% | +61.3% |
| 5Y | +99.4% | +101.2% | -1.8% | +20.0% |
| All | +528.2% | +346.2% | +182.0% | +124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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