+315.9%
AMKR vs PTEN
+176.4%
+139.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +0.6% |
| 7D | +8.9% | -1.7% | +10.5% | +9.4% |
| 30D | -2.7% | +18.6% | -21.3% | -7.5% |
| 3M | -27.5% | +12.5% | -39.9% | -30.6% |
| 6M | +19.4% | +41.9% | -22.5% | +5.0% |
| YTD | +30.7% | +117.8% | -87.1% | +1.2% |
| 1Y | +107.9% | +145.3% | -37.4% | +55.6% |
| 3Y | +136.1% | -2.8% | +138.9% | +121.8% |
| 5Y | +96.6% | +93.4% | +3.2% | +37.7% |
| 10Y | +535.0% | -16.6% | +551.6% | +328.3% |
| All | +315.9% | +176.4% | +139.5% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling