+271.1%
HL vs AMKR
+347.4%
-76.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.7% | +1.7% |
| 7D | +0.4% | +8.9% | -8.5% | -0.9% |
| 30D | +18.8% | -2.7% | +21.5% | +19.0% |
| 3M | +43.7% | -27.5% | +71.2% | +48.9% |
| 6M | -1.0% | +19.4% | -20.4% | -5.1% |
| YTD | +8.7% | +30.7% | -22.0% | +2.7% |
| 1Y | +105.0% | +107.9% | -2.9% | +80.1% |
| 3Y | +427.3% | +136.1% | +291.2% | +346.6% |
| 5Y | +249.3% | +96.6% | +152.7% | +197.4% |
| 10Y | +284.2% | +535.0% | -250.8% | +172.8% |
| All | +271.1% | +347.4% | -76.3% | +176.6% |
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 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