+76.5%
AMKR vs PTC
+62.1%
+14.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.2% | +10.7% | +10.6% |
| 7D | +6.8% | +0.5% | +6.4% | +6.7% |
| 30D | -20.8% | +0.9% | -21.7% | -21.0% |
| 3M | -29.7% | +30.4% | -60.1% | -38.3% |
| 6M | -50.2% | +34.4% | -84.6% | -57.9% |
| YTD | -3.0% | +12.6% | -15.6% | -9.1% |
| 1Y | +12.0% | +10.2% | +1.8% | +6.8% |
| 3Y | +67.0% | +29.4% | +37.6% | +34.4% |
| 5Y | +76.5% | +63.7% | +12.8% | +19.2% |
| All | +76.5% | +62.1% | +14.4% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling