+228.7%
HL vs AMKR
+96.3%
+132.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -2.5% |
| 7D | -4.4% | +8.3% | -12.6% | -6.6% |
| 30D | +9.3% | -6.8% | +16.1% | +10.9% |
| 3M | +32.0% | -31.9% | +63.9% | +43.1% |
| 6M | -6.4% | +18.4% | -24.8% | -14.5% |
| YTD | +3.1% | +31.7% | -28.5% | -9.0% |
| 1Y | +77.6% | +105.2% | -27.7% | +36.2% |
| 3Y | +392.8% | +147.7% | +245.1% | +241.5% |
| All | +228.7% | +96.3% | +132.4% | +119.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling