+3.2%
HAL vs AMKR
+519.6%
-516.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.5% | +0.7% | -1.8% |
| 7D | -3.3% | +5.5% | -8.8% | -4.9% |
| 30D | +7.2% | -8.6% | +15.8% | +9.4% |
| 3M | -8.8% | -28.7% | +19.9% | -3.4% |
| 6M | +3.0% | +13.3% | -10.3% | -9.4% |
| YTD | +29.4% | +26.1% | +3.3% | +7.6% |
| 1Y | +62.8% | +101.2% | -38.4% | +12.2% |
| 3Y | -6.4% | +127.7% | -134.2% | -43.5% |
| 5Y | +103.6% | +90.9% | +12.7% | +21.6% |
| All | +3.2% | +519.6% | -516.4% | -68.4% |
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