+81.8%
MDLZ vs AMKR
+519.6%
-437.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.3% |
| 7D | +1.7% | +5.5% | -3.9% | +1.3% |
| 30D | +1.1% | -8.6% | +9.7% | +1.5% |
| 3M | -1.8% | -28.7% | +26.9% | -0.8% |
| 6M | +12.3% | +13.3% | -1.0% | +8.5% |
| YTD | +18.0% | +26.1% | -8.0% | +12.2% |
| 1Y | +3.8% | +101.2% | -97.4% | -6.2% |
| 3Y | -2.4% | +127.7% | -130.2% | -15.6% |
| 5Y | +18.4% | +90.9% | -72.5% | +1.5% |
| All | +81.8% | +519.6% | -437.8% | +20.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling