+913.9%
MS vs AMKR
+200.4%
+713.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.8% | +0.6% |
| 7D | +0.8% | -8.4% | +9.2% | +2.7% |
| 30D | -0.7% | -29.8% | +29.1% | +7.8% |
| 3M | -12.4% | -34.7% | +22.3% | -4.0% |
| 6M | -1.7% | -54.9% | +53.1% | +14.6% |
| YTD | +8.0% | -12.3% | +20.3% | +3.6% |
| 1Y | +16.2% | -1.4% | +17.6% | +7.5% |
| 3Y | +171.3% | +51.1% | +120.2% | +112.5% |
| 5Y | +124.8% | +62.6% | +62.2% | +65.9% |
| 10Y | +553.7% | +233.1% | +320.6% | +255.7% |
| All | +913.9% | +200.4% | +713.5% | +208.2% |
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