+96.6%
AMKR vs MSI
+97.7%
-1.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.5% |
| 7D | +8.9% | -4.0% | +12.8% | +10.7% |
| 30D | -2.7% | -0.5% | -2.2% | -3.0% |
| 3M | -27.5% | +11.4% | -38.8% | -32.2% |
| 6M | +19.4% | +1.0% | +18.4% | +16.7% |
| YTD | +30.7% | +20.7% | +10.0% | +13.2% |
| 1Y | +107.9% | -2.7% | +110.6% | +106.2% |
| 3Y | +136.1% | +68.2% | +67.9% | +50.9% |
| 5Y | +96.6% | +100.0% | -3.3% | +4.8% |
| All | +96.6% | +97.7% | -1.1% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling