-72.4%
USO vs AMKR
+502.5%
-575.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.2% | +1.5% | +2.5% |
| 7D | +6.2% | +8.9% | -2.6% | +5.1% |
| 30D | +19.1% | -2.7% | +21.8% | +19.2% |
| 3M | +14.2% | -27.5% | +41.7% | +16.8% |
| 6M | +43.7% | +19.4% | +24.4% | +35.5% |
| YTD | +116.8% | +30.7% | +86.1% | +99.7% |
| 1Y | +104.3% | +107.9% | -3.6% | +74.4% |
| 3Y | +91.5% | +136.1% | -44.6% | +55.1% |
| 5Y | +214.1% | +96.6% | +117.5% | +152.4% |
| 10Y | +77.0% | +535.0% | -458.0% | +8.7% |
| All | -72.4% | +502.5% | -575.0% | -86.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling