+97.7%
USO vs AMKR
+135.2%
-37.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.4% | -6.6% | -2.2% |
| 7D | +9.1% | +8.3% | +0.8% | +9.1% |
| 30D | +21.7% | -6.8% | +28.5% | +21.7% |
| 3M | +20.2% | -31.9% | +52.2% | +21.0% |
| 6M | +43.4% | +18.4% | +25.0% | +41.2% |
| YTD | +124.0% | +31.7% | +92.3% | +116.6% |
| 1Y | +112.2% | +105.2% | +6.9% | +94.3% |
| 3Y | +97.7% | +147.7% | -50.1% | +76.9% |
| All | +97.7% | +135.2% | -37.5% | +76.9% |
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