+256.9%
HL vs AMKR
+547.1%
-290.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -2.6% |
| 7D | -4.4% | +8.3% | -12.6% | -6.8% |
| 30D | +9.3% | -6.8% | +16.1% | +11.0% |
| 3M | +32.0% | -31.9% | +63.9% | +43.8% |
| 6M | -6.4% | +18.4% | -24.8% | -15.1% |
| YTD | +3.1% | +31.7% | -28.5% | -10.1% |
| 1Y | +77.6% | +105.2% | -27.7% | +33.1% |
| 3Y | +392.8% | +147.7% | +245.1% | +229.3% |
| 5Y | +234.1% | +99.4% | +134.8% | +125.6% |
| All | +256.9% | +547.1% | -290.2% | +32.3% |
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