+90.9%
AMKR vs MUB
+0.7%
+90.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -2.3% |
| 7D | +5.5% | -1.2% | +6.7% | +7.7% |
| 30D | -8.6% | -2.8% | -5.9% | -4.3% |
| 3M | -28.7% | -3.1% | -25.7% | -25.0% |
| 6M | +13.3% | -2.9% | +16.1% | +19.1% |
| YTD | +26.1% | -2.0% | +28.1% | +31.1% |
| 1Y | +101.2% | 0.0% | +101.2% | +103.2% |
| 3Y | +127.7% | +7.4% | +120.3% | +101.7% |
| 5Y | +90.9% | +0.8% | +90.1% | +43.5% |
| All | +90.9% | +0.7% | +90.1% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling