+501.5%
AMKR vs MSI
+601.8%
-100.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -4.0% |
| 7D | +5.5% | -1.8% | +7.3% | +6.5% |
| 30D | -8.6% | -0.6% | -8.0% | -8.9% |
| 3M | -28.7% | +13.0% | -41.7% | -35.3% |
| 6M | +13.3% | +0.5% | +12.8% | +9.4% |
| YTD | +26.1% | +21.7% | +4.4% | +5.9% |
| 1Y | +101.2% | -2.6% | +103.8% | +94.9% |
| 3Y | +127.7% | +69.7% | +58.1% | +46.0% |
| 5Y | +90.9% | +102.8% | -11.9% | +5.7% |
| All | +501.5% | +601.8% | -100.4% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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