-14.9%
HAL vs AMKR
+236.0%
-250.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.7% | +5.8% | +3.9% |
| 7D | +6.1% | +10.0% | -3.9% | +2.9% |
| 30D | +2.9% | -19.4% | +22.3% | +8.4% |
| 3M | +3.3% | -37.4% | +40.7% | +16.0% |
| 6M | -16.9% | -51.5% | +34.5% | -3.7% |
| YTD | +21.2% | -8.1% | +29.3% | +8.6% |
| 1Y | +27.5% | +13.8% | +13.7% | +5.4% |
| 3Y | -6.4% | +59.4% | -65.8% | -38.1% |
| 5Y | +58.0% | +65.9% | -7.8% | -5.2% |
| All | -14.9% | +236.0% | -250.8% | -70.0% |
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