+609.4%
MRK vs AMKR
+347.4%
+262.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.9% | -0.7% |
| 7D | -2.7% | +8.9% | -11.6% | -3.2% |
| 30D | +12.7% | -2.7% | +15.4% | +12.7% |
| 3M | +24.2% | -27.5% | +51.7% | +25.5% |
| 6M | +27.8% | +19.4% | +8.4% | +24.3% |
| YTD | +42.2% | +30.7% | +11.5% | +37.0% |
| 1Y | +80.2% | +107.9% | -27.7% | +67.5% |
| 3Y | +48.4% | +136.1% | -87.7% | +34.7% |
| 5Y | +133.6% | +96.6% | +37.0% | +111.0% |
| 10Y | +236.2% | +535.0% | -298.8% | +169.1% |
| All | +609.4% | +347.4% | +262.0% | +364.6% |
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 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