+91.1%
AMKR vs MRSH
+18.2%
+72.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.7% | +4.5% |
| 7D | +8.3% | -4.8% | +13.0% | +8.5% |
| 30D | -6.8% | -6.3% | -0.4% | -6.5% |
| 3M | -31.9% | +5.8% | -37.7% | -33.9% |
| 6M | +18.4% | +2.8% | +15.6% | +15.2% |
| YTD | +31.7% | -3.1% | +34.8% | +30.1% |
| 1Y | +105.2% | -11.3% | +116.5% | +111.2% |
| 3Y | +147.7% | -5.0% | +152.7% | +130.2% |
| All | +91.1% | +18.2% | +72.9% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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