+219.6%
UPS vs AMKR
+132.2%
+87.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +1.1% |
| 7D | -3.4% | +5.5% | -8.9% | -4.0% |
| 30D | -2.7% | -8.6% | +5.9% | -2.1% |
| 3M | -1.6% | -28.7% | +27.1% | +0.7% |
| 6M | +2.3% | +13.3% | -10.9% | -0.8% |
| YTD | +5.6% | +26.1% | -20.5% | +0.6% |
| 1Y | +27.1% | +101.2% | -74.1% | +14.4% |
| 3Y | -26.3% | +127.7% | -154.0% | -36.0% |
| 5Y | -34.5% | +90.9% | -125.3% | -43.0% |
| 10Y | +37.1% | +512.5% | -475.4% | +0.4% |
| All | +219.6% | +132.2% | +87.4% | +96.8% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling