+528.2%
AMKR vs MOH
+264.4%
+263.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.0% | +2.5% | +4.1% |
| 7D | +8.3% | +1.7% | +6.6% | +7.9% |
| 30D | -6.8% | -0.9% | -5.9% | -6.8% |
| 3M | -31.9% | +5.7% | -37.7% | -33.0% |
| 6M | +18.4% | +39.1% | -20.8% | +10.5% |
| YTD | +31.7% | +17.7% | +14.0% | +24.4% |
| 1Y | +105.2% | +8.4% | +96.9% | +95.5% |
| 3Y | +147.7% | -36.6% | +184.3% | +149.5% |
| 5Y | +99.4% | -19.1% | +118.4% | +82.1% |
| All | +528.2% | +264.4% | +263.8% | +335.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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