+203.8%
DHR vs AMKR
+547.1%
-343.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.4% | -4.6% | -0.8% |
| 7D | -3.6% | +8.3% | -11.9% | -4.8% |
| 30D | -2.7% | -6.8% | +4.0% | -2.1% |
| 3M | +10.9% | -31.9% | +42.9% | +14.7% |
| 6M | +3.0% | +18.4% | -15.3% | -4.6% |
| YTD | -12.2% | +31.7% | -43.9% | -20.8% |
| 1Y | +3.3% | +105.2% | -101.9% | -14.9% |
| 3Y | -8.2% | +147.7% | -156.0% | -29.6% |
| 5Y | -29.9% | +99.4% | -129.2% | -46.2% |
| All | +203.8% | +547.1% | -343.3% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 10y: compounded portfolio wealth divided by compounded AMKR 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…
10y analysis · Full analysis span regression · 6 months rolling