+501.5%
AMKR vs PH
+804.8%
-303.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -2.0% | -2.2% |
| 7D | +5.5% | -3.1% | +8.6% | +8.4% |
| 30D | -8.6% | -11.8% | +3.2% | +1.7% |
| 3M | -28.7% | +6.9% | -35.6% | -32.6% |
| 6M | +13.3% | -1.3% | +14.5% | +14.9% |
| YTD | +26.1% | +7.0% | +19.1% | +19.8% |
| 1Y | +101.2% | +23.1% | +78.1% | +69.4% |
| 3Y | +127.7% | +135.4% | -7.6% | +10.7% |
| 5Y | +90.9% | +250.3% | -159.5% | -33.6% |
| All | +501.5% | +804.8% | -303.3% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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