+389.9%
HWM vs AMKR
+130.1%
+259.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +6.2% | -16.9% | -11.6% |
| 7D | -9.2% | +11.1% | -20.3% | -10.8% |
| 30D | -17.9% | -8.1% | -9.8% | -17.1% |
| 3M | -6.0% | -25.6% | +19.5% | -3.5% |
| 6M | -7.4% | +22.5% | -29.8% | -14.5% |
| YTD | +13.1% | +29.1% | -16.0% | +2.1% |
| 1Y | +29.3% | +105.7% | -76.4% | +5.0% |
| 3Y | +389.9% | +133.2% | +256.7% | +241.9% |
| All | +389.9% | +130.1% | +259.8% | +241.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling