+147.7%
AMKR vs PTEN
-3.7%
+151.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.6% |
| 7D | +8.3% | +3.5% | +4.8% | +7.0% |
| 30D | -6.8% | +17.5% | -24.3% | -12.2% |
| 3M | -31.9% | +12.7% | -44.7% | -35.4% |
| 6M | +18.4% | +33.1% | -14.7% | +2.1% |
| YTD | +31.7% | +116.4% | -84.8% | -8.2% |
| 1Y | +105.2% | +141.2% | -35.9% | +36.7% |
| 3Y | +147.7% | -3.8% | +151.5% | +96.8% |
| All | +147.7% | -3.7% | +151.5% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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