+137.8%
MSTR vs AMKR
+55.6%
+82.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.0% |
| 7D | -10.7% | -8.4% | -2.4% | -8.0% |
| 30D | -21.6% | -29.8% | +8.3% | -10.0% |
| 3M | +24.4% | -34.7% | +59.1% | +45.0% |
| 6M | -35.5% | -54.9% | +19.4% | -17.3% |
| YTD | -20.3% | -12.3% | -8.1% | -29.5% |
| 1Y | -49.3% | -1.4% | -47.9% | -58.3% |
| 3Y | +137.8% | +51.1% | +86.7% | +93.1% |
| All | +137.8% | +55.6% | +82.1% | +93.1% |
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 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