+49.9%
TRV vs AMKR
+0.7%
+49.2%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.2% | +8.7% | +3.1% |
| 7D | +3.9% | -15.5% | +19.4% | +2.7% |
| 30D | +13.5% | -34.7% | +48.2% | +10.4% |
| 3M | +8.9% | -36.1% | +44.9% | +6.1% |
| 6M | +36.8% | -49.6% | +86.4% | +32.0% |
| YTD | +42.7% | -9.2% | +51.9% | +41.8% |
| 1Y | +49.9% | +1.9% | +48.0% | +51.0% |
| All | +49.9% | +0.7% | +49.2% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 AMKR 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