+390.4%
AMKR vs USHY
+49.7%
+340.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.1% | -2.1% |
| 7D | +5.5% | -0.7% | +6.3% | +7.9% |
| 30D | -8.6% | -0.5% | -8.1% | -7.1% |
| 3M | -28.7% | +0.5% | -29.2% | -29.5% |
| 6M | +13.3% | +1.5% | +11.8% | +10.1% |
| YTD | +26.1% | +1.7% | +24.3% | +22.3% |
| 1Y | +101.2% | +3.5% | +97.6% | +86.7% |
| 3Y | +127.7% | +27.2% | +100.6% | +27.0% |
| 5Y | +90.9% | +21.0% | +69.9% | +27.9% |
| All | +390.4% | +49.7% | +340.8% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 all: compounded portfolio wealth divided by compounded USHY 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…
all analysis · Full analysis span regression · 6 months rolling