+91.1%
AMKR vs MTZ
+168.2%
-77.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.5% | +0.9% | +2.3% |
| 7D | +8.3% | +1.4% | +6.9% | +7.5% |
| 30D | -6.8% | -14.5% | +7.7% | +3.1% |
| 3M | -31.9% | -32.9% | +1.0% | -13.1% |
| 6M | +18.4% | -20.8% | +39.2% | +37.8% |
| YTD | +31.7% | +10.6% | +21.1% | +27.0% |
| 1Y | +105.2% | +27.1% | +78.2% | +84.3% |
| 3Y | +147.7% | +166.1% | -18.4% | +47.3% |
| All | +91.1% | +168.2% | -77.1% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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