+189.1%
AMKR vs MSFU
+70.7%
+118.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.5% |
| 7D | +8.9% | -2.3% | +11.2% | +9.4% |
| 30D | -2.7% | -6.3% | +3.6% | -1.3% |
| 3M | -27.5% | +40.0% | -67.4% | -36.3% |
| 6M | +19.4% | +30.1% | -10.7% | +5.1% |
| YTD | +30.7% | -10.3% | +41.0% | +30.7% |
| 1Y | +107.9% | -19.0% | +126.9% | +115.2% |
| 3Y | +136.1% | +25.8% | +110.3% | +87.1% |
| All | +189.1% | +70.7% | +118.4% | +94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling