+45.4%
MRK vs AMKR
+135.2%
-89.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.4% | -5.0% | -0.6% |
| 7D | -4.3% | +8.3% | -12.5% | -4.3% |
| 30D | +8.3% | -6.8% | +15.1% | +8.4% |
| 3M | +20.0% | -31.9% | +52.0% | +20.5% |
| 6M | +25.7% | +18.4% | +7.3% | +22.1% |
| YTD | +38.7% | +31.7% | +7.1% | +33.5% |
| 1Y | +74.7% | +105.2% | -30.6% | +62.2% |
| 3Y | +45.4% | +147.7% | -102.4% | +31.9% |
| All | +45.4% | +135.2% | -89.8% | +31.9% |
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