+82.3%
AMKR vs USAR
+68.6%
+13.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +1.6% |
| 7D | +8.9% | -4.4% | +13.3% | +9.3% |
| 30D | -2.7% | -10.4% | +7.7% | -1.7% |
| 3M | -27.5% | -18.4% | -9.1% | -26.3% |
| 6M | +19.4% | -8.8% | +28.2% | +20.5% |
| YTD | +30.7% | +43.4% | -12.7% | +30.0% |
| 1Y | +107.9% | +21.0% | +86.9% | +106.9% |
| 3Y | +136.1% | +67.7% | +68.4% | +123.6% |
| All | +82.3% | +68.6% | +13.7% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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