+30.0%
HD vs AMKR
+55.6%
-25.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.6% |
| 7D | +5.2% | -8.4% | +13.6% | +5.6% |
| 30D | +20.7% | -29.8% | +50.6% | +23.1% |
| 3M | +0.8% | -34.7% | +35.5% | +3.0% |
| 6M | +12.2% | -54.9% | +67.1% | +16.9% |
| YTD | +4.2% | -12.3% | +16.5% | -0.4% |
| 1Y | -2.6% | -1.4% | -1.1% | -8.5% |
| 3Y | +30.0% | +51.1% | -21.1% | -4.9% |
| All | +30.0% | +55.6% | -25.6% | -4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling