+819.9%
MMM vs AMKR
+316.3%
+503.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.6% | 0.0% |
| 7D | -3.3% | 0.0% | -3.3% | -3.3% |
| 30D | -7.0% | -11.1% | +4.1% | -6.2% |
| 3M | +10.8% | -35.2% | +46.0% | +14.0% |
| 6M | +5.8% | +4.9% | +0.9% | +3.2% |
| YTD | +6.8% | +21.6% | -14.8% | +2.2% |
| 1Y | +10.4% | +98.0% | -87.7% | +0.1% |
| 3Y | +104.7% | +77.8% | +26.8% | +83.7% |
| 5Y | +23.6% | +79.9% | -56.3% | +9.2% |
| 10Y | +54.1% | +456.9% | -402.8% | +17.5% |
| All | +819.9% | +316.3% | +503.6% | +597.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling