+677.7%
HPE vs AMKR
+941.8%
-264.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +6.2% | +1.6% | +5.8% |
| 7D | +10.1% | +11.1% | -1.0% | +6.6% |
| 30D | +5.3% | -8.1% | +13.3% | +7.6% |
| 3M | +12.7% | -25.6% | +38.3% | +20.5% |
| 6M | +167.7% | +22.5% | +145.2% | +143.6% |
| YTD | +135.5% | +29.1% | +106.4% | +107.3% |
| 1Y | +143.4% | +105.7% | +37.7% | +82.4% |
| 3Y | +249.2% | +133.2% | +116.0% | +142.8% |
| 5Y | +343.8% | +98.5% | +245.3% | +208.3% |
| 10Y | +495.9% | +490.6% | +5.2% | +168.1% |
| All | +677.7% | +941.8% | -264.1% | +210.0% |
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