+286.9%
AMKR vs PPL
+1,048.5%
-761.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | 0.0% | +2.7% | -2.7% | -1.1% |
| 30D | -11.1% | +0.5% | -11.6% | -11.3% |
| 3M | -35.2% | +0.7% | -35.8% | -35.8% |
| 6M | +4.9% | -7.6% | +12.5% | +7.2% |
| YTD | +21.6% | +1.8% | +19.8% | +18.9% |
| 1Y | +98.0% | -0.8% | +98.8% | +94.9% |
| 3Y | +77.8% | +56.9% | +21.0% | +40.0% |
| 5Y | +79.9% | +39.5% | +40.4% | +48.7% |
| 10Y | +456.9% | +55.4% | +401.5% | +327.0% |
| All | +286.9% | +1,048.5% | -761.6% | +88.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling