+79.8%
USB vs AMKR
+245.4%
-165.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | +0.1% |
| 7D | +1.2% | +21.7% | -20.5% | -2.9% |
| 30D | +6.3% | -22.0% | +28.3% | +10.6% |
| 3M | -6.1% | -33.1% | +27.0% | -0.1% |
| 6M | +13.0% | -49.3% | +62.3% | +23.5% |
| YTD | +16.6% | -5.5% | +22.1% | +7.8% |
| 1Y | +31.1% | +8.4% | +22.7% | +16.8% |
| 3Y | +100.9% | +62.7% | +38.2% | +52.8% |
| 5Y | +24.5% | +70.5% | -46.0% | -10.0% |
| All | +79.8% | +245.4% | -165.6% | -5.9% |
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