+315.9%
AMKR vs HRB
+885.8%
-569.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.9% | +1.8% |
| 7D | +8.9% | -10.6% | +19.5% | +12.7% |
| 30D | -2.7% | -0.8% | -1.9% | -3.6% |
| 3M | -27.5% | +19.1% | -46.5% | -34.3% |
| 6M | +19.4% | +48.7% | -29.3% | -3.4% |
| YTD | +30.7% | +7.1% | +23.6% | +18.3% |
| 1Y | +107.9% | -8.3% | +116.2% | +98.4% |
| 3Y | +136.1% | +25.8% | +110.3% | +92.5% |
| 5Y | +96.6% | +111.1% | -14.5% | +25.4% |
| 10Y | +535.0% | +206.6% | +328.4% | +215.2% |
| All | +315.9% | +885.8% | -569.9% | +2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling