+490.6%
AMKR vs PPL
+55.2%
+435.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.2% |
| 7D | +11.1% | +1.8% | +9.3% | +10.3% |
| 30D | -8.1% | -1.1% | -7.0% | -7.7% |
| 3M | -25.6% | 0.0% | -25.6% | -26.1% |
| 6M | +22.5% | -7.6% | +30.1% | +25.3% |
| YTD | +29.1% | +1.7% | +27.4% | +26.1% |
| 1Y | +105.7% | +1.5% | +104.2% | +100.2% |
| 3Y | +133.2% | +55.3% | +78.0% | +79.1% |
| 5Y | +98.5% | +37.7% | +60.8% | +61.3% |
| 10Y | +490.6% | +54.0% | +436.6% | +344.2% |
| All | +490.6% | +55.2% | +435.4% | +344.2% |
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