+105.1%
HAL vs AMKR
+316.3%
-211.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.9% |
| 7D | +2.9% | 0.0% | +3.0% | +2.9% |
| 30D | +17.0% | -11.1% | +28.2% | +19.0% |
| 3M | -9.7% | -35.2% | +25.5% | -4.7% |
| 6M | +8.6% | +4.9% | +3.7% | +3.5% |
| YTD | +33.0% | +21.6% | +11.4% | +22.3% |
| 1Y | +68.3% | +98.0% | -29.7% | +40.1% |
| 3Y | +0.1% | +77.8% | -77.7% | -17.8% |
| 5Y | +102.6% | +79.9% | +22.7% | +61.9% |
| 10Y | +3.8% | +456.9% | -453.0% | -33.9% |
| All | +105.1% | +316.3% | -211.2% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling