+878.4%
MSFT vs AMKR
+547.1%
+331.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.4% | -3.8% | -0.2% |
| 7D | -0.8% | +8.3% | -9.1% | -2.4% |
| 30D | +0.8% | -6.8% | +7.6% | +1.7% |
| 3M | +27.2% | -31.9% | +59.2% | +33.1% |
| 6M | +22.9% | +18.4% | +4.6% | +11.7% |
| YTD | +3.1% | +31.7% | -28.5% | -9.8% |
| 1Y | -0.3% | +105.2% | -105.5% | -22.9% |
| 3Y | +50.1% | +147.7% | -97.6% | +4.5% |
| 5Y | +74.6% | +99.4% | -24.7% | +23.1% |
| All | +878.4% | +547.1% | +331.3% | +359.4% |
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