+634.9%
HLT vs AMKR
+921.6%
-286.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.4% | -4.5% | -0.9% |
| 7D | -1.6% | +8.3% | -9.9% | -3.3% |
| 30D | -5.0% | -6.8% | +1.7% | -4.2% |
| 3M | -10.4% | -31.9% | +21.5% | -5.6% |
| 6M | +3.2% | +18.4% | -15.1% | -5.4% |
| YTD | +6.7% | +31.7% | -24.9% | -5.8% |
| 1Y | +10.3% | +105.2% | -95.0% | -13.8% |
| 3Y | +99.3% | +147.7% | -48.4% | +41.6% |
| 5Y | +143.7% | +99.4% | +44.3% | +75.0% |
| 10Y | +584.7% | +539.7% | +45.0% | +240.9% |
| All | +634.9% | +921.6% | -286.7% | +243.8% |
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