+147.7%
AMKR vs HUM
-9.4%
+157.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.3% | +2.2% | +4.3% |
| 7D | +8.3% | +2.1% | +6.2% | +8.1% |
| 30D | -6.8% | +5.4% | -12.2% | -7.1% |
| 3M | -31.9% | +11.4% | -43.4% | -32.4% |
| 6M | +18.4% | +141.5% | -123.1% | +12.3% |
| YTD | +31.7% | +61.2% | -29.5% | +27.4% |
| 1Y | +105.2% | +49.2% | +56.1% | +98.5% |
| 3Y | +147.7% | -9.0% | +156.8% | +103.1% |
| All | +147.7% | -9.4% | +157.1% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 3y: compounded portfolio wealth divided by compounded HUM 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…
3y analysis · Full analysis span regression · 6 months rolling