+13.3%
AMKR vs HCA
-22.3%
+35.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.7% |
| 7D | +5.5% | +2.9% | +2.6% | +7.9% |
| 30D | -8.6% | +2.4% | -11.0% | -6.7% |
| 3M | -28.7% | +13.0% | -41.8% | -21.0% |
| 6M | +13.3% | -21.4% | +34.7% | +45.8% |
| All | +13.3% | -22.3% | +35.6% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 6mo: compounded portfolio wealth divided by compounded HCA 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…
6mo analysis · Full analysis span regression · 6 months rolling