+154.4%
TRV vs AMKR
+88.0%
+66.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.1% | +0.6% |
| 7D | -1.5% | +5.5% | -7.0% | -1.6% |
| 30D | -1.8% | -8.6% | +6.8% | -1.7% |
| 3M | +21.6% | -28.7% | +50.3% | +21.9% |
| 6M | +22.5% | +13.3% | +9.2% | +20.1% |
| YTD | +28.1% | +26.1% | +2.1% | +24.6% |
| 1Y | +37.0% | +101.2% | -64.2% | +29.0% |
| 3Y | +141.9% | +127.7% | +14.1% | +119.4% |
| All | +154.4% | +88.0% | +66.4% | +132.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling