+501.5%
AMKR vs PTC
+200.2%
+301.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | +5.5% | -14.2% | +19.8% | +14.1% |
| 30D | -8.6% | -14.4% | +5.8% | -1.4% |
| 3M | -28.7% | -4.7% | -24.0% | -30.4% |
| 6M | +13.3% | -19.3% | +32.6% | +20.7% |
| YTD | +26.1% | -26.1% | +52.2% | +41.0% |
| 1Y | +101.2% | -37.1% | +138.2% | +150.2% |
| 3Y | +127.7% | -10.4% | +138.1% | +120.6% |
| 5Y | +90.9% | +2.5% | +88.4% | +67.9% |
| All | +501.5% | +200.2% | +301.3% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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