+113.8%
MSTR vs AMKR
+93.2%
+20.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.2% | -10.6% | -7.7% |
| 7D | +9.3% | +11.1% | -1.8% | +2.8% |
| 30D | +36.5% | -8.1% | +44.6% | +41.0% |
| 3M | +7.3% | -25.6% | +32.9% | +15.2% |
| 6M | +2.2% | +22.5% | -20.3% | -23.0% |
| YTD | -10.2% | +29.1% | -39.3% | -36.8% |
| 1Y | -58.6% | +105.7% | -164.3% | -79.7% |
| 3Y | +283.2% | +133.2% | +150.0% | +45.7% |
| 5Y | +113.8% | +98.5% | +15.2% | -18.9% |
| All | +113.8% | +93.2% | +20.6% | -18.9% |
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