+96.6%
AMKR vs USFD
+197.4%
-100.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.5% | +6.7% | +4.0% |
| 7D | +8.9% | -7.0% | +15.9% | +12.7% |
| 30D | -2.7% | -10.3% | +7.6% | +2.5% |
| 3M | -27.5% | +9.2% | -36.6% | -32.3% |
| 6M | +19.4% | +7.4% | +12.0% | +12.3% |
| YTD | +30.7% | +29.4% | +1.3% | +8.1% |
| 1Y | +107.9% | +24.8% | +83.1% | +74.5% |
| 3Y | +136.1% | +150.0% | -13.9% | +26.2% |
| 5Y | +96.6% | +195.5% | -98.9% | -8.7% |
| All | +96.6% | +197.4% | -100.8% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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