+242.5%
AMKR vs PPL
+67.2%
+175.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -3.2% |
| 7D | +10.0% | -0.4% | +10.4% | +10.1% |
| 30D | -19.4% | +2.6% | -22.1% | -20.5% |
| 3M | -37.4% | +0.8% | -38.2% | -37.8% |
| 6M | -51.5% | +1.4% | -52.9% | -52.3% |
| YTD | -8.1% | +4.3% | -12.4% | -11.4% |
| 1Y | +13.8% | +0.8% | +13.1% | +11.1% |
| 3Y | +59.4% | +57.9% | +1.5% | +21.5% |
| 5Y | +65.9% | +48.3% | +17.5% | +29.7% |
| All | +242.5% | +67.2% | +175.3% | +145.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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