+83.0%
AMKR vs HBM
+329.7%
-246.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -7.5% | +4.0% | -0.5% |
| 7D | +5.5% | -3.7% | +9.2% | +7.1% |
| 30D | -8.6% | -3.7% | -5.0% | -7.5% |
| 3M | -28.7% | +8.0% | -36.7% | -30.7% |
| 6M | +13.3% | +15.8% | -2.5% | +6.9% |
| YTD | +26.1% | +34.4% | -8.3% | +11.7% |
| 1Y | +101.2% | +98.2% | +3.0% | +55.0% |
| 3Y | +127.7% | +476.6% | -348.8% | +18.9% |
| All | +83.0% | +329.7% | -246.8% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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