+528.2%
AMKR vs MDY
+177.2%
+351.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +3.2% |
| 7D | +8.3% | -1.9% | +10.1% | +11.5% |
| 30D | -6.8% | -4.6% | -2.1% | +0.8% |
| 3M | -31.9% | -1.2% | -30.7% | -29.4% |
| 6M | +18.4% | +9.2% | +9.1% | +7.7% |
| YTD | +31.7% | +13.1% | +18.6% | +15.0% |
| 1Y | +105.2% | +13.0% | +92.2% | +81.5% |
| 3Y | +147.7% | +49.2% | +98.5% | +52.1% |
| 5Y | +99.4% | +47.2% | +52.1% | +29.4% |
| All | +528.2% | +177.2% | +351.0% | +104.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling