+103.8%
USB vs AMKR
+59.6%
+44.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.2% |
| 7D | +2.6% | +10.0% | -7.4% | +1.3% |
| 30D | +8.4% | -19.4% | +27.8% | +10.8% |
| 3M | -5.5% | -37.4% | +31.8% | -0.6% |
| 6M | +17.7% | -51.5% | +69.2% | +25.9% |
| YTD | +17.6% | -8.1% | +25.6% | +8.5% |
| 1Y | +33.9% | +13.8% | +20.1% | +17.6% |
| 3Y | +103.8% | +59.4% | +44.4% | +31.2% |
| All | +103.8% | +59.6% | +44.2% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling