+25.0%
HL vs AMKR
+0.7%
+24.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -5.2% | +18.4% | +14.8% |
| 7D | +0.2% | -15.5% | +15.7% | +5.4% |
| 30D | -12.1% | -34.7% | +22.6% | -0.1% |
| 3M | -2.8% | -36.1% | +33.2% | +10.1% |
| 6M | -14.9% | -49.6% | +34.7% | +0.5% |
| YTD | -22.0% | -9.2% | -12.8% | -23.5% |
| 1Y | +25.0% | +1.9% | +23.1% | +17.1% |
| All | +25.0% | +0.7% | +24.3% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling