+315.9%
AMKR vs PHM
+2,228.3%
-1,912.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.2% | +1.6% |
| 7D | +8.9% | -3.9% | +12.7% | +10.5% |
| 30D | -2.7% | -8.6% | +5.9% | +0.6% |
| 3M | -27.5% | -2.9% | -24.5% | -27.7% |
| 6M | +19.4% | -5.7% | +25.1% | +20.6% |
| YTD | +30.7% | +1.9% | +28.8% | +27.0% |
| 1Y | +107.9% | -12.3% | +120.2% | +114.7% |
| 3Y | +136.1% | +50.8% | +85.3% | +89.3% |
| 5Y | +96.6% | +157.3% | -60.7% | +24.1% |
| 10Y | +535.0% | +566.5% | -31.5% | +161.6% |
| All | +315.9% | +2,228.3% | -1,912.4% | -23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling