+145.9%
AMKR vs PH
+137.6%
+8.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.9% |
| 7D | +8.9% | 0.0% | +8.9% | +8.8% |
| 30D | -2.7% | -10.3% | +7.6% | +7.4% |
| 3M | -27.5% | +5.1% | -32.5% | -30.7% |
| 6M | +19.4% | +2.3% | +17.1% | +17.0% |
| YTD | +30.7% | +8.7% | +22.0% | +21.8% |
| 1Y | +107.9% | +26.8% | +81.1% | +69.3% |
| All | +145.9% | +137.6% | +8.3% | +32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling