+25.1%
USB vs AMKR
+59.8%
-34.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.1% |
| 7D | +1.4% | -8.4% | +9.8% | +2.6% |
| 30D | +6.4% | -29.8% | +36.3% | +12.1% |
| 3M | -4.5% | -34.7% | +30.2% | +1.2% |
| 6M | +11.4% | -54.9% | +66.2% | +22.9% |
| YTD | +17.1% | -12.3% | +29.4% | +8.9% |
| 1Y | +32.6% | -1.4% | +34.0% | +19.4% |
| 3Y | +101.8% | +51.1% | +50.8% | +50.9% |
| 5Y | +25.1% | +62.6% | -37.5% | -11.8% |
| All | +25.1% | +59.8% | -34.6% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling