+89.2%
USB vs AMKR
+253.7%
-164.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.6% | -4.1% | +1.2% |
| 7D | +0.8% | -5.3% | +6.1% | +1.5% |
| 30D | +6.8% | -28.7% | +35.5% | +13.2% |
| 3M | -3.8% | -36.6% | +32.8% | +3.6% |
| 6M | +11.7% | -54.2% | +65.9% | +24.8% |
| YTD | +17.5% | -10.9% | +28.4% | +10.0% |
| 1Y | +33.8% | +1.3% | +32.4% | +20.9% |
| 3Y | +104.2% | +60.0% | +44.2% | +55.8% |
| 5Y | +26.4% | +59.3% | -32.8% | -7.3% |
| 10Y | +89.2% | +237.3% | -148.1% | +0.6% |
| All | +89.2% | +253.7% | -164.5% | +0.6% |
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