+1,252.0%
MSTR vs AMKR
+472.3%
+779.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.9% |
| 7D | +12.2% | 0.0% | +12.2% | +12.1% |
| 30D | +45.2% | -11.1% | +56.3% | +49.5% |
| 3M | +10.4% | -35.2% | +45.6% | +20.5% |
| 6M | -2.5% | +4.9% | -7.4% | -8.2% |
| YTD | -6.0% | +21.6% | -27.6% | -15.8% |
| 1Y | -56.4% | +98.0% | -154.4% | -66.3% |
| 3Y | +306.3% | +77.8% | +228.4% | +216.7% |
| 5Y | +100.5% | +79.9% | +20.6% | +60.0% |
| 10Y | +741.1% | +456.9% | +284.2% | +361.5% |
| All | +1,252.0% | +472.3% | +779.6% | +253.1% |
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