+375.1%
META vs AMKR
+494.5%
-119.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.7% | -2.0% |
| 7D | +6.0% | +11.1% | -5.1% | +3.3% |
| 30D | +3.6% | -8.1% | +11.7% | +5.1% |
| 3M | +4.9% | -25.6% | +30.5% | +8.7% |
| 6M | -4.7% | +22.5% | -27.2% | -15.2% |
| YTD | -6.9% | +29.1% | -36.0% | -19.7% |
| 1Y | -18.2% | +105.7% | -123.9% | -39.4% |
| 3Y | +107.8% | +133.2% | -25.5% | +39.5% |
| 5Y | +63.9% | +98.5% | -34.6% | +11.4% |
| 10Y | +375.1% | +490.6% | -115.6% | +117.8% |
| All | +375.1% | +494.5% | -119.4% | +117.8% |
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