+528.2%
AMKR vs HRB
+209.1%
+319.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.9% | +4.3% |
| 7D | +8.3% | -8.0% | +16.3% | +10.1% |
| 30D | -6.8% | -16.0% | +9.2% | -3.6% |
| 3M | -31.9% | +26.9% | -58.8% | -37.4% |
| 6M | +18.4% | +51.1% | -32.8% | +1.4% |
| YTD | +31.7% | +7.1% | +24.6% | +25.0% |
| 1Y | +105.2% | -9.6% | +114.9% | +104.9% |
| 3Y | +147.7% | +25.4% | +122.3% | +113.5% |
| 5Y | +99.4% | +114.9% | -15.6% | +36.6% |
| All | +528.2% | +209.1% | +319.0% | +257.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling