+98.3%
USB vs AMKR
+78.7%
+19.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.0% | -0.5% |
| 7D | +1.4% | 0.0% | +1.5% | +1.4% |
| 30D | -1.3% | -11.1% | +9.8% | +0.1% |
| 3M | +15.2% | -35.2% | +50.4% | +20.1% |
| 6M | +18.8% | +4.9% | +14.0% | +11.4% |
| YTD | +21.0% | +21.6% | -0.6% | +8.7% |
| 1Y | +34.0% | +98.0% | -64.0% | +6.3% |
| All | +98.3% | +78.7% | +19.5% | +38.9% |
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 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