+90.9%
AMKR vs FHN
+87.6%
+3.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.3% | -3.8% |
| 7D | +5.5% | -0.8% | +6.3% | +5.8% |
| 30D | -8.6% | -2.6% | -6.0% | -7.6% |
| 3M | -28.7% | +0.8% | -29.6% | -29.1% |
| 6M | +13.3% | +9.2% | +4.0% | +9.3% |
| YTD | +26.1% | +5.1% | +21.0% | +23.6% |
| 1Y | +101.2% | +12.2% | +89.0% | +92.1% |
| 3Y | +127.7% | +132.4% | -4.7% | +76.2% |
| 5Y | +90.9% | +91.1% | -0.2% | +40.1% |
| All | +90.9% | +87.6% | +3.2% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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