+83.6%
USB vs AMKR
+265.8%
-182.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.5% | -10.6% | -2.2% |
| 7D | -0.5% | +6.8% | -7.4% | -2.2% |
| 30D | +5.7% | -20.8% | +26.5% | +9.6% |
| 3M | -4.7% | -29.7% | +25.0% | +0.5% |
| 6M | +13.4% | -50.2% | +63.6% | +24.5% |
| YTD | +17.0% | -3.0% | +20.0% | +7.6% |
| 1Y | +32.4% | +12.0% | +20.4% | +17.1% |
| 3Y | +101.7% | +67.0% | +34.7% | +52.7% |
| 5Y | +24.4% | +76.5% | -52.1% | -10.7% |
| 10Y | +83.6% | +257.3% | -173.7% | -4.3% |
| All | +83.6% | +265.8% | -182.3% | -4.3% |
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