+15.6%
MDLZ vs AMKR
+93.2%
-77.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.2% | -5.6% | +0.6% |
| 7D | 0.0% | +11.1% | -11.1% | +0.1% |
| 30D | -1.6% | -8.1% | +6.5% | -1.6% |
| 3M | +0.9% | -25.6% | +26.5% | +0.7% |
| 6M | +7.3% | +22.5% | -15.2% | +5.7% |
| YTD | +16.4% | +29.1% | -12.6% | +14.1% |
| 1Y | +3.0% | +105.7% | -102.7% | -1.0% |
| 3Y | -3.7% | +133.2% | -136.9% | -10.1% |
| 5Y | +15.6% | +98.5% | -82.9% | +5.7% |
| All | +15.6% | +93.2% | -77.6% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling