+203.4%
HD vs AMKR
+519.6%
-316.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | -0.9% |
| 7D | -3.9% | +5.5% | -9.4% | -4.8% |
| 30D | -13.1% | -8.6% | -4.5% | -12.2% |
| 3M | -3.4% | -28.7% | +25.3% | -0.4% |
| 6M | -12.6% | +13.3% | -25.8% | -18.4% |
| YTD | -9.2% | +26.1% | -35.3% | -18.0% |
| 1Y | -23.9% | +101.2% | -125.1% | -38.4% |
| 3Y | +0.4% | +127.7% | -127.3% | -24.6% |
| 5Y | +4.5% | +90.9% | -86.3% | -21.8% |
| All | +203.4% | +519.6% | -316.2% | +53.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling