+81.6%
MDLZ vs AMKR
+542.4%
-460.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | 0.0% | +1.2% |
| 7D | 0.0% | +8.9% | -8.9% | -0.6% |
| 30D | +1.4% | -2.7% | +4.1% | +1.5% |
| 3M | 0.0% | -27.5% | +27.5% | +1.0% |
| 6M | +9.1% | +19.4% | -10.2% | +5.0% |
| YTD | +17.9% | +30.7% | -12.8% | +11.9% |
| 1Y | +3.2% | +107.9% | -104.7% | -6.8% |
| 3Y | -2.5% | +136.1% | -138.6% | -15.9% |
| 5Y | +17.6% | +96.6% | -79.0% | +0.7% |
| All | +81.6% | +542.4% | -460.7% | +19.9% |
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