+147.7%
AMKR vs HIG
+101.1%
+46.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.8% | +4.4% |
| 7D | +8.3% | -1.5% | +9.7% | +8.1% |
| 30D | -6.8% | -0.4% | -6.4% | -6.8% |
| 3M | -31.9% | +6.7% | -38.6% | -32.6% |
| 6M | +18.4% | +2.0% | +16.4% | +17.8% |
| YTD | +31.7% | +0.3% | +31.4% | +31.4% |
| 1Y | +105.2% | +4.2% | +101.1% | +102.4% |
| 3Y | +147.7% | +102.2% | +45.5% | +90.1% |
| All | +147.7% | +101.1% | +46.6% | +90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling