+98.5%
AMKR vs MSCI
-10.9%
+109.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.8% | +9.9% | +7.7% |
| 7D | +11.1% | -2.1% | +13.2% | +11.9% |
| 30D | -8.1% | -1.7% | -6.3% | -7.8% |
| 3M | -25.6% | -8.2% | -17.4% | -24.8% |
| 6M | +22.5% | -2.4% | +24.9% | +18.7% |
| YTD | +29.1% | -2.8% | +31.9% | +24.2% |
| 1Y | +105.7% | -2.7% | +108.4% | +94.9% |
| 3Y | +133.2% | +7.3% | +125.9% | +102.5% |
| 5Y | +98.5% | -11.4% | +110.0% | +82.6% |
| All | +98.5% | -10.9% | +109.4% | +82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling