+3,531.8%
MSFT vs AMKR
+342.0%
+3,189.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.2% | -7.3% | -2.2% |
| 7D | -1.4% | +11.1% | -12.5% | -3.2% |
| 30D | -1.0% | -8.1% | +7.0% | -0.1% |
| 3M | +20.2% | -25.6% | +45.8% | +23.0% |
| 6M | +21.3% | +22.5% | -1.2% | +12.7% |
| YTD | +2.8% | +29.1% | -26.3% | -6.2% |
| 1Y | 0.0% | +105.7% | -105.7% | -16.7% |
| 3Y | +51.2% | +133.2% | -82.0% | +19.2% |
| 5Y | +71.4% | +98.5% | -27.1% | +35.9% |
| 10Y | +868.6% | +490.6% | +378.0% | +494.2% |
| All | +3,531.8% | +342.0% | +3,189.8% | +1,306.4% |
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 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