+224.4%
MRK vs AMKR
+547.1%
-322.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.4% | -5.0% | -0.8% |
| 7D | -4.3% | +8.3% | -12.5% | -4.7% |
| 30D | +8.3% | -6.8% | +15.1% | +8.6% |
| 3M | +20.0% | -31.9% | +52.0% | +21.9% |
| 6M | +25.7% | +18.4% | +7.3% | +21.3% |
| YTD | +38.7% | +31.7% | +7.1% | +32.1% |
| 1Y | +74.7% | +105.2% | -30.6% | +59.0% |
| 3Y | +45.4% | +147.7% | -102.4% | +27.2% |
| 5Y | +129.0% | +99.4% | +29.7% | +99.5% |
| All | +224.4% | +547.1% | -322.7% | +114.6% |
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 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