+447.1%
META vs AMKR
+245.4%
+201.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.2% |
| 7D | +3.1% | +21.7% | -18.7% | -2.0% |
| 30D | -18.2% | -22.0% | +3.8% | -13.8% |
| 3M | +7.8% | -33.1% | +40.9% | +16.9% |
| 6M | +3.6% | -49.3% | +52.9% | +15.9% |
| YTD | -5.3% | -5.5% | +0.2% | -13.0% |
| 1Y | +2.7% | +8.4% | -5.7% | -10.0% |
| 3Y | +91.5% | +62.7% | +28.8% | +38.9% |
| 5Y | +84.7% | +70.5% | +14.2% | +29.1% |
| All | +447.1% | +245.4% | +201.7% | +176.7% |
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 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