+137.2%
AMKR vs MSFU
+24.6%
+112.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.6% |
| 7D | +5.5% | -6.9% | +12.5% | +7.3% |
| 30D | -8.6% | -5.1% | -3.5% | -7.8% |
| 3M | -28.7% | +44.6% | -73.4% | -36.5% |
| 6M | +13.3% | +32.8% | -19.5% | +1.4% |
| YTD | +26.1% | -10.1% | +36.1% | +28.0% |
| 1Y | +101.2% | -19.4% | +120.6% | +112.0% |
| All | +137.2% | +24.6% | +112.7% | +102.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 3y: compounded portfolio wealth divided by compounded MSFU 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…
3y analysis · Full analysis span regression · 6 months rolling