+3,993.6%
MO vs AMKR
+331.6%
+3,662.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.9% | +1.4% |
| 7D | -1.0% | +5.5% | -6.5% | -1.1% |
| 30D | +5.8% | -8.6% | +14.4% | +5.9% |
| 3M | -4.5% | -28.7% | +24.2% | -4.2% |
| 6M | +5.7% | +13.3% | -7.5% | +4.9% |
| YTD | +23.1% | +26.1% | -3.0% | +21.7% |
| 1Y | +10.9% | +101.2% | -90.3% | +8.3% |
| 3Y | +96.1% | +127.7% | -31.6% | +89.7% |
| 5Y | +100.1% | +90.9% | +9.2% | +93.2% |
| 10Y | +114.0% | +512.5% | -398.5% | +99.4% |
| All | +3,993.6% | +331.6% | +3,662.0% | +4,189.2% |
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