+794.2%
MS vs AMKR
+494.5%
+299.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.9% | -2.3% |
| 7D | +2.5% | +11.1% | -8.7% | -0.5% |
| 30D | 0.0% | -8.1% | +8.0% | +1.5% |
| 3M | +2.4% | -25.6% | +28.0% | +7.1% |
| 6M | +36.4% | +22.5% | +13.9% | +21.4% |
| YTD | +23.8% | +29.1% | -5.3% | +7.0% |
| 1Y | +48.6% | +105.7% | -57.1% | +10.1% |
| 3Y | +179.1% | +133.2% | +45.9% | +87.0% |
| 5Y | +144.8% | +98.5% | +46.3% | +62.8% |
| 10Y | +794.2% | +490.6% | +303.6% | +261.4% |
| All | +794.2% | +494.5% | +299.7% | +261.4% |
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