+91.1%
AMKR vs MTB
+104.1%
-13.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.1% | +4.2% |
| 7D | +8.3% | 0.0% | +8.3% | +8.3% |
| 30D | -6.8% | -4.8% | -2.0% | -4.1% |
| 3M | -31.9% | +6.0% | -37.9% | -34.8% |
| 6M | +18.4% | +19.6% | -1.3% | +5.6% |
| YTD | +31.7% | +21.5% | +10.2% | +16.5% |
| 1Y | +105.2% | +24.7% | +80.5% | +78.8% |
| 3Y | +147.7% | +108.6% | +39.2% | +64.3% |
| All | +91.1% | +104.1% | -13.0% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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