+73.5%
MSFT vs AMKR
+88.0%
-14.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +0.7% |
| 7D | -3.5% | +5.5% | -9.0% | -4.4% |
| 30D | -2.1% | -8.6% | +6.5% | -1.1% |
| 3M | +24.2% | -28.7% | +52.9% | +27.3% |
| 6M | +21.9% | +13.3% | +8.6% | +11.6% |
| YTD | +2.5% | +26.1% | -23.6% | -9.7% |
| 1Y | -0.8% | +101.2% | -102.0% | -23.6% |
| 3Y | +50.8% | +127.7% | -77.0% | +2.7% |
| 5Y | +73.5% | +90.9% | -17.4% | +16.7% |
| All | +73.5% | +88.0% | -14.5% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling