+61.3%
AMKR vs HTZ
-92.6%
+153.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.3% | +6.7% |
| 7D | -5.3% | -16.4% | +11.1% | -3.1% |
| 30D | -28.7% | -15.1% | -13.6% | -27.4% |
| 3M | -36.6% | -28.2% | -8.4% | -34.7% |
| 6M | -54.2% | -73.1% | +18.9% | -47.7% |
| YTD | -10.9% | -68.3% | +57.4% | -1.2% |
| 1Y | +1.3% | -75.2% | +76.6% | +15.4% |
| 3Y | +60.0% | -81.1% | +141.2% | +76.6% |
| 5Y | +59.3% | -95.0% | +154.3% | +119.7% |
| All | +61.3% | -92.6% | +153.9% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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