+425.7%
META vs AMKR
+253.7%
+172.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.6% | -1.5% | +3.5% |
| 7D | +5.7% | -5.3% | +11.0% | +6.8% |
| 30D | -10.8% | -28.7% | +18.0% | -3.7% |
| 3M | +8.4% | -36.6% | +45.0% | +19.2% |
| 6M | +5.4% | -54.2% | +59.6% | +21.2% |
| YTD | -2.6% | -10.9% | +8.3% | -9.0% |
| 1Y | +3.5% | +1.3% | +2.2% | -7.5% |
| 3Y | +102.0% | +60.0% | +42.0% | +47.1% |
| 5Y | +93.1% | +59.3% | +33.8% | +37.5% |
| 10Y | +425.7% | +237.3% | +188.4% | +167.8% |
| All | +425.7% | +253.7% | +172.0% | +167.8% |
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