+1,474.6%
HWM vs AMKR
+236.0%
+1,238.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.3% |
| 7D | +7.3% | +10.0% | -2.7% | +4.6% |
| 30D | +1.6% | -19.4% | +21.0% | +6.4% |
| 3M | -21.9% | -37.4% | +15.5% | -13.7% |
| 6M | -19.0% | -51.5% | +32.4% | -7.7% |
| YTD | +7.9% | -8.1% | +16.0% | 0.0% |
| 1Y | +9.9% | +13.8% | -3.9% | -5.0% |
| 3Y | +342.1% | +59.4% | +282.7% | +218.1% |
| 5Y | +600.8% | +65.9% | +534.9% | +370.3% |
| All | +1,474.6% | +236.0% | +1,238.6% | +603.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling