+578.8%
MS vs AMKR
+253.7%
+325.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.6% | -3.5% | +1.4% |
| 7D | +0.7% | -5.3% | +6.0% | +1.8% |
| 30D | -0.9% | -28.7% | +27.8% | +7.4% |
| 3M | -13.0% | -36.6% | +23.6% | -3.7% |
| 6M | -2.0% | -54.2% | +52.2% | +14.6% |
| YTD | +7.8% | -10.9% | +18.7% | +1.5% |
| 1Y | +17.9% | +1.3% | +16.5% | +6.2% |
| 3Y | +174.8% | +60.0% | +114.8% | +100.6% |
| 5Y | +119.9% | +59.3% | +60.6% | +52.4% |
| 10Y | +578.8% | +237.3% | +341.6% | +206.7% |
| All | +578.8% | +253.7% | +325.1% | +206.7% |
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