+120.2%
AMKR vs HTZ
-89.5%
+209.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.4% | +1.6% |
| 7D | 0.0% | +7.5% | -7.5% | -1.0% |
| 30D | -11.1% | +47.4% | -58.6% | -16.7% |
| 3M | -35.2% | -54.9% | +19.7% | -30.3% |
| 6M | +4.9% | -47.0% | +51.9% | +9.7% |
| YTD | +21.6% | -55.3% | +76.8% | +29.7% |
| 1Y | +98.0% | -57.6% | +155.7% | +109.5% |
| 3Y | +77.8% | -86.6% | +164.4% | +123.3% |
| 5Y | +79.9% | -86.1% | +166.0% | +120.4% |
| All | +120.2% | -89.5% | +209.7% | +190.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling