+3,751.9%
MSFT vs AMKR
+214.7%
+3,537.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.6% |
| 7D | -1.3% | +10.0% | -11.3% | -2.9% |
| 30D | -1.8% | -19.4% | +17.6% | +0.9% |
| 3M | +5.6% | -37.4% | +43.0% | +12.3% |
| 6M | +29.8% | -51.5% | +81.3% | +40.4% |
| YTD | +9.0% | -8.1% | +17.1% | +4.0% |
| 1Y | +4.9% | +13.8% | -8.9% | -3.8% |
| 3Y | +46.2% | +59.4% | -13.2% | +21.6% |
| 5Y | +62.1% | +65.9% | -3.7% | +31.3% |
| 10Y | +899.6% | +238.6% | +661.0% | +564.3% |
| All | +3,751.9% | +214.7% | +3,537.2% | +1,460.1% |
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