+104.8%
MMM vs AMKR
+130.1%
-25.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -1.2% |
| 7D | -1.6% | +11.1% | -12.7% | -2.7% |
| 30D | -8.0% | -8.1% | +0.1% | -7.5% |
| 3M | +9.4% | -25.6% | +35.0% | +11.2% |
| 6M | +10.2% | +22.5% | -12.2% | +3.8% |
| YTD | +6.1% | +29.1% | -23.0% | -1.9% |
| 1Y | +10.8% | +105.7% | -94.9% | -6.1% |
| 3Y | +104.8% | +133.2% | -28.4% | +50.6% |
| All | +104.8% | +130.1% | -25.3% | +50.6% |
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