+537.0%
MS vs AMKR
+245.4%
+291.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.1% |
| 7D | +3.7% | +21.7% | -18.1% | -1.8% |
| 30D | +2.0% | -22.0% | +24.0% | +7.8% |
| 3M | -12.6% | -33.1% | +20.6% | -4.6% |
| 6M | -0.3% | -49.3% | +49.0% | +13.3% |
| YTD | +9.0% | -5.5% | +14.5% | +0.9% |
| 1Y | +13.9% | +8.4% | +5.4% | +0.6% |
| 3Y | +173.6% | +62.7% | +110.9% | +99.0% |
| 5Y | +122.0% | +70.5% | +51.5% | +50.8% |
| All | +537.0% | +245.4% | +291.6% | +181.9% |
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 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