+91.7%
USB vs AMKR
+231.7%
-139.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.6% | -8.1% | -2.0% |
| 7D | 0.0% | -16.9% | +16.9% | +3.3% |
| 30D | +5.8% | -37.2% | +43.1% | +15.1% |
| 3M | -6.0% | -39.3% | +33.3% | +2.1% |
| 6M | +7.8% | -57.4% | +65.1% | +22.1% |
| YTD | +14.6% | -16.5% | +31.1% | +8.7% |
| 1Y | +31.8% | -6.0% | +37.8% | +21.0% |
| 3Y | +91.5% | +46.2% | +45.4% | +49.0% |
| 5Y | +22.0% | +49.3% | -27.3% | -9.3% |
| All | +91.7% | +231.7% | -139.9% | +3.5% |
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