+248.1%
HD vs AMKR
+245.4%
+2.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.5% |
| 7D | -0.5% | +21.7% | -22.2% | -3.7% |
| 30D | +18.5% | -22.0% | +40.5% | +22.2% |
| 3M | +2.2% | -33.1% | +35.3% | +7.3% |
| 6M | +13.8% | -49.3% | +63.2% | +22.2% |
| YTD | +3.4% | -5.5% | +8.9% | -3.4% |
| 1Y | -3.5% | +8.4% | -11.9% | -12.7% |
| 3Y | +29.0% | +62.7% | -33.7% | +1.2% |
| 5Y | +6.1% | +70.5% | -64.4% | -20.6% |
| All | +248.1% | +245.4% | +2.8% | +88.2% |
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 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