+213.1%
USO vs AMKR
+96.3%
+116.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.4% | -6.6% | -2.3% |
| 7D | +9.1% | +8.3% | +0.8% | +8.8% |
| 30D | +21.7% | -6.8% | +28.5% | +21.9% |
| 3M | +20.2% | -31.9% | +52.2% | +21.6% |
| 6M | +43.4% | +18.4% | +25.0% | +40.1% |
| YTD | +124.0% | +31.7% | +92.3% | +115.4% |
| 1Y | +112.2% | +105.2% | +6.9% | +94.5% |
| 3Y | +97.7% | +147.7% | -50.1% | +73.6% |
| All | +213.1% | +96.3% | +116.7% | +186.2% |
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 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