+48.9%
MSFT vs AMKR
+133.4%
-84.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.6% |
| 7D | -1.0% | +8.9% | -9.9% | -1.8% |
| 30D | -2.7% | -2.7% | 0.0% | -2.7% |
| 3M | +22.1% | -27.5% | +49.6% | +22.9% |
| 6M | +20.6% | +19.4% | +1.2% | +12.7% |
| YTD | +2.3% | +30.7% | -28.4% | -6.4% |
| 1Y | -0.5% | +107.9% | -108.5% | -17.0% |
| All | +48.9% | +133.4% | -84.6% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling