+96.6%
AMKR vs ALHC
-27.5%
+124.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.2% | +4.4% | +1.5% |
| 7D | +8.9% | -4.1% | +13.0% | +9.2% |
| 30D | -2.7% | -5.4% | +2.7% | -2.3% |
| 3M | -27.5% | -32.1% | +4.7% | -25.4% |
| 6M | +19.4% | -28.5% | +47.9% | +21.3% |
| YTD | +30.7% | -34.0% | +64.7% | +33.7% |
| 1Y | +107.9% | -20.9% | +128.8% | +108.9% |
| 3Y | +136.1% | +151.5% | -15.4% | +93.2% |
| 5Y | +96.6% | -28.8% | +125.5% | +70.4% |
| All | +96.6% | -27.5% | +124.1% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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