+513.2%
MA vs AMKR
+503.2%
+10.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.8% |
| 7D | -3.5% | +8.9% | -12.4% | -5.0% |
| 30D | +0.8% | -2.7% | +3.5% | +0.7% |
| 3M | +14.8% | -27.5% | +42.2% | +17.9% |
| 6M | +10.0% | +19.4% | -9.4% | 0.0% |
| YTD | -0.1% | +30.7% | -30.8% | -12.1% |
| 1Y | -2.2% | +107.9% | -110.1% | -23.8% |
| 3Y | +39.3% | +136.1% | -96.8% | -1.8% |
| 5Y | +66.3% | +96.6% | -30.3% | +17.2% |
| 10Y | +513.2% | +535.0% | -21.8% | +186.6% |
| All | +513.2% | +503.2% | +10.1% | +186.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 AMKR 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