+1,641.7%
TRV vs AMKR
+347.4%
+1,294.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | +0.2% | +8.9% | -8.7% | -0.6% |
| 30D | -2.3% | -2.7% | +0.4% | -2.3% |
| 3M | +22.7% | -27.5% | +50.1% | +24.6% |
| 6M | +21.9% | +19.4% | +2.6% | +17.0% |
| YTD | +27.5% | +30.7% | -3.2% | +20.5% |
| 1Y | +36.2% | +107.9% | -71.7% | +22.1% |
| 3Y | +140.6% | +136.1% | +4.5% | +107.5% |
| 5Y | +154.5% | +96.6% | +57.9% | +118.6% |
| 10Y | +295.4% | +535.0% | -239.6% | +186.9% |
| All | +1,641.7% | +347.4% | +1,294.2% | +949.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling