+214.1%
MCD vs AMKR
+231.0%
-16.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.4% |
| 7D | +7.3% | -8.4% | +15.6% | +7.8% |
| 30D | +20.0% | -29.8% | +49.8% | +22.6% |
| 3M | +3.8% | -34.7% | +38.5% | +6.3% |
| 6M | +3.8% | -54.9% | +58.6% | +8.0% |
| YTD | -5.9% | -12.3% | +6.4% | -9.2% |
| 1Y | -3.2% | -1.4% | -1.8% | -8.0% |
| 3Y | +13.3% | +51.1% | -37.8% | -1.4% |
| 5Y | +25.2% | +62.6% | -37.3% | +4.2% |
| All | +214.1% | +231.0% | -16.8% | +109.3% |
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