+274.0%
AMKR vs MUB
+76.5%
+197.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -2.4% |
| 7D | +10.0% | -1.3% | +11.3% | +11.3% |
| 30D | -19.4% | +2.2% | -21.6% | -21.1% |
| 3M | -37.4% | -1.6% | -35.7% | -36.5% |
| 6M | -51.5% | -1.3% | -50.2% | -50.9% |
| YTD | -8.1% | -0.7% | -7.4% | -7.4% |
| 1Y | +13.8% | -0.2% | +14.0% | +14.2% |
| 3Y | +59.4% | +9.6% | +49.8% | +47.2% |
| 5Y | +65.9% | +2.6% | +63.3% | +61.3% |
| 10Y | +238.6% | +21.5% | +217.1% | +214.3% |
| All | +274.0% | +76.5% | +197.6% | +188.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling