+51.3%
AMKR vs HTZ
-92.5%
+143.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -8.4% | +16.0% | +8.7% |
| 7D | -16.9% | -14.6% | -2.3% | -15.3% |
| 30D | -37.2% | -20.8% | -16.4% | -35.5% |
| 3M | -39.3% | -18.8% | -20.5% | -38.5% |
| 6M | -57.4% | -74.7% | +17.3% | -51.0% |
| YTD | -16.5% | -68.1% | +51.6% | -7.4% |
| 1Y | -6.0% | -73.5% | +67.5% | +6.2% |
| 3Y | +46.2% | -81.8% | +128.0% | +62.9% |
| 5Y | +49.3% | -95.2% | +144.6% | +106.8% |
| All | +51.3% | -92.5% | +143.8% | +107.4% |
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 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