+302.0%
TRV vs AMKR
+547.1%
-245.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.4% | -2.4% | +1.6% |
| 7D | +1.9% | +8.3% | -6.4% | +1.1% |
| 30D | +1.7% | -6.8% | +8.5% | +2.2% |
| 3M | +23.9% | -31.9% | +55.8% | +26.9% |
| 6M | +26.3% | +18.4% | +7.9% | +19.7% |
| YTD | +30.8% | +31.7% | -0.9% | +21.4% |
| 1Y | +36.3% | +105.2% | -68.9% | +17.8% |
| 3Y | +145.0% | +147.7% | -2.7% | +97.0% |
| 5Y | +163.9% | +99.4% | +64.5% | +111.3% |
| All | +302.0% | +547.1% | -245.1% | +130.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling