+2,557.7%
HD vs AMKR
+223.5%
+2,334.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.5% |
| 7D | -0.5% | +21.7% | -22.2% | -3.0% |
| 30D | +18.5% | -22.0% | +40.5% | +21.3% |
| 3M | +2.2% | -33.1% | +35.3% | +6.1% |
| 6M | +13.8% | -49.3% | +63.2% | +20.2% |
| YTD | +3.4% | -5.5% | +8.9% | -0.6% |
| 1Y | -3.5% | +8.4% | -11.9% | -9.1% |
| 3Y | +29.0% | +62.7% | -33.7% | +11.6% |
| 5Y | +6.1% | +70.5% | -64.4% | -10.5% |
| 10Y | +242.3% | +248.1% | -5.8% | +147.8% |
| All | +2,557.7% | +223.5% | +2,334.2% | +1,324.2% |
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