+523.6%
AMKR vs MSCI
+634.8%
-111.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.7% | +0.9% |
| 7D | +8.9% | -1.1% | +9.9% | +9.3% |
| 30D | -2.7% | -1.2% | -1.5% | -2.6% |
| 3M | -27.5% | -8.4% | -19.1% | -26.4% |
| 6M | +19.4% | -1.0% | +20.4% | +14.1% |
| YTD | +30.7% | -2.3% | +33.0% | +24.3% |
| 1Y | +107.9% | -1.2% | +109.1% | +92.9% |
| 3Y | +136.1% | +7.9% | +128.2% | +99.8% |
| 5Y | +96.6% | -10.1% | +106.7% | +83.2% |
| All | +523.6% | +634.8% | -111.2% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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