+542.6%
AMKR vs EQH
+234.7%
+307.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.4% | +3.0% | +3.6% |
| 7D | +8.3% | +0.7% | +7.6% | +7.7% |
| 30D | -6.8% | +2.8% | -9.6% | -8.6% |
| 3M | -31.9% | +23.1% | -55.0% | -41.4% |
| 6M | +18.4% | +41.4% | -23.0% | -7.9% |
| YTD | +31.7% | +14.3% | +17.4% | +17.1% |
| 1Y | +105.2% | +1.6% | +103.6% | +95.4% |
| 3Y | +147.7% | +102.7% | +45.0% | +47.3% |
| 5Y | +99.4% | +104.5% | -5.2% | +16.5% |
| All | +542.6% | +234.7% | +307.9% | +168.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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