+528.2%
AMKR vs BHP
+496.8%
+31.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.7% | +4.6% |
| 7D | +8.3% | -3.6% | +11.9% | +11.2% |
| 30D | -6.8% | -1.2% | -5.6% | -6.5% |
| 3M | -31.9% | +1.2% | -33.1% | -32.6% |
| 6M | +18.4% | +21.4% | -3.0% | +4.0% |
| YTD | +31.7% | +50.4% | -18.7% | -0.4% |
| 1Y | +105.2% | +67.5% | +37.7% | +44.4% |
| 3Y | +147.7% | +72.8% | +74.9% | +68.4% |
| 5Y | +99.4% | +112.6% | -13.2% | +9.5% |
| All | +528.2% | +496.8% | +31.3% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling