+286.9%
AMKR vs PTC
+77.0%
+210.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.0% | +7.8% | +4.1% |
| 7D | 0.0% | -10.3% | +10.2% | +4.1% |
| 30D | -11.1% | +1.1% | -12.3% | -12.0% |
| 3M | -35.2% | +1.6% | -36.8% | -37.5% |
| 6M | +4.9% | -13.5% | +18.3% | +6.6% |
| YTD | +21.6% | -19.1% | +40.6% | +26.3% |
| 1Y | +98.0% | -33.9% | +131.9% | +123.3% |
| 3Y | +77.8% | -3.9% | +81.7% | +72.9% |
| 5Y | +79.9% | +6.0% | +73.8% | +68.7% |
| 10Y | +456.9% | +223.7% | +233.1% | +240.9% |
| All | +286.9% | +77.0% | +210.0% | +80.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling