+208.1%
HD vs AMKR
+542.4%
-334.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.3% | -1.2% |
| 7D | -1.8% | +8.9% | -10.7% | -3.2% |
| 30D | -10.8% | -2.7% | -8.1% | -10.9% |
| 3M | -2.7% | -27.5% | +24.8% | +0.1% |
| 6M | -10.3% | +19.4% | -29.7% | -17.1% |
| YTD | -7.8% | +30.7% | -38.5% | -17.3% |
| 1Y | -23.1% | +107.9% | -131.1% | -38.1% |
| 3Y | +2.0% | +136.1% | -134.1% | -23.9% |
| 5Y | +6.2% | +96.6% | -90.4% | -20.9% |
| All | +208.1% | +542.4% | -334.3% | +55.4% |
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