+91.1%
AMKR vs PHM
+156.2%
-65.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.6% | +2.9% | +3.7% |
| 7D | +8.3% | -5.0% | +13.3% | +10.9% |
| 30D | -6.8% | -8.4% | +1.7% | -3.0% |
| 3M | -31.9% | -4.4% | -27.5% | -32.0% |
| 6M | +18.4% | -3.7% | +22.1% | +18.0% |
| YTD | +31.7% | +1.3% | +30.4% | +26.4% |
| 1Y | +105.2% | -14.0% | +119.3% | +114.5% |
| 3Y | +147.7% | +48.1% | +99.6% | +79.9% |
| All | +91.1% | +156.2% | -65.1% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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