+133.2%
AMKR vs PTC
-8.0%
+141.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.5% | +11.7% | +7.7% |
| 7D | +11.1% | -12.8% | +23.9% | +15.1% |
| 30D | -8.1% | -9.8% | +1.7% | -5.8% |
| 3M | -25.6% | -2.1% | -23.5% | -26.1% |
| 6M | +22.5% | -18.1% | +40.6% | +33.7% |
| YTD | +29.1% | -23.5% | +52.6% | +46.8% |
| 1Y | +105.7% | -37.4% | +143.1% | +169.2% |
| 3Y | +133.2% | -7.2% | +140.4% | +118.0% |
| All | +133.2% | -8.0% | +141.2% | +118.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling