+396.0%
HPE vs AMKR
+96.3%
+299.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +4.4% | +8.0% | +10.9% |
| 7D | +19.4% | +8.3% | +11.1% | +16.4% |
| 30D | +5.6% | -6.8% | +12.4% | +7.9% |
| 3M | +33.1% | -31.9% | +65.0% | +48.3% |
| 6M | +192.5% | +18.4% | +174.1% | +165.5% |
| YTD | +160.9% | +31.7% | +129.3% | +123.2% |
| 1Y | +155.0% | +105.2% | +49.7% | +80.7% |
| 3Y | +289.4% | +147.7% | +141.7% | +142.6% |
| All | +396.0% | +96.3% | +299.7% | +200.1% |
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 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