+97.9%
AMKR vs PH
+249.1%
-151.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -30.8% |
| 6M | +19.4% | +2.3% | +17.1% | +17.1% |
| YTD | +30.7% | +8.7% | +22.0% | +21.6% |
| 1Y | +107.9% | +26.8% | +81.1% | +68.0% |
| 3Y | +136.1% | +139.2% | -3.1% | +7.6% |
| All | +97.9% | +249.1% | -151.2% | -38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling