+90.9%
AMKR vs HSY
+12.8%
+78.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.8% | -3.3% |
| 7D | +5.5% | -0.4% | +5.9% | +5.5% |
| 30D | -8.6% | -3.4% | -5.2% | -9.1% |
| 3M | -28.7% | -0.5% | -28.2% | -28.5% |
| 6M | +13.3% | -19.1% | +32.4% | +13.1% |
| YTD | +26.1% | -2.1% | +28.1% | +26.9% |
| 1Y | +101.2% | -3.2% | +104.4% | +103.2% |
| 3Y | +127.7% | -8.8% | +136.5% | +129.1% |
| 5Y | +90.9% | +13.0% | +77.9% | +89.8% |
| All | +90.9% | +12.8% | +78.1% | +89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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