+394.8%
AMKR vs MUB
+76.3%
+318.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.7% |
| 7D | 0.0% | -0.9% | +0.8% | +0.8% |
| 30D | -11.1% | -1.4% | -9.7% | -10.0% |
| 3M | -35.2% | -2.2% | -33.0% | -33.8% |
| 6M | +4.9% | -1.9% | +6.8% | +6.9% |
| YTD | +21.6% | -0.8% | +22.4% | +22.8% |
| 1Y | +98.0% | +2.7% | +95.3% | +93.9% |
| 3Y | +77.8% | +8.6% | +69.3% | +65.9% |
| 5Y | +79.9% | +2.0% | +77.8% | +75.8% |
| 10Y | +456.9% | +17.9% | +439.0% | +419.6% |
| All | +394.8% | +76.3% | +318.5% | +281.9% |
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