+528.2%
AMKR vs MUB
+17.2%
+511.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.4% | +4.0% | +3.6% |
| 7D | +8.3% | -0.8% | +9.1% | +10.1% |
| 30D | -6.8% | -2.4% | -4.4% | -2.3% |
| 3M | -31.9% | -2.8% | -29.1% | -28.0% |
| 6M | +18.4% | -2.2% | +20.6% | +24.1% |
| YTD | +31.7% | -1.6% | +33.3% | +36.5% |
| 1Y | +105.2% | 0.0% | +105.2% | +106.1% |
| 3Y | +147.7% | +7.9% | +139.9% | +113.6% |
| 5Y | +99.4% | +1.2% | +98.1% | +94.8% |
| All | +528.2% | +17.2% | +511.0% | +562.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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