+5.3%
MDLZ vs AMKR
+68.4%
-63.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.5% | -10.3% | +0.8% |
| 7D | -1.0% | +6.8% | -7.9% | -0.6% |
| 30D | +7.9% | -20.8% | +28.8% | +7.0% |
| 3M | +8.9% | -29.7% | +38.6% | +7.6% |
| 6M | +10.5% | -50.2% | +60.7% | +8.5% |
| YTD | +27.1% | -3.0% | +30.2% | +25.4% |
| 1Y | +20.9% | +12.0% | +8.9% | +19.3% |
| All | +5.3% | +68.4% | -63.1% | -0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling