+645.2%
HWM vs AMKR
+101.8%
+543.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.8% | +0.2% |
| 7D | -8.0% | +8.9% | -16.9% | -9.8% |
| 30D | -18.0% | -2.7% | -15.3% | -18.0% |
| 3M | -9.5% | -27.5% | +18.0% | -5.9% |
| 6M | -8.4% | +19.4% | -27.8% | -16.6% |
| YTD | +13.6% | +30.7% | -17.1% | -0.2% |
| 1Y | +30.2% | +107.9% | -77.7% | 0.0% |
| 3Y | +392.2% | +136.1% | +256.1% | +233.2% |
| 5Y | +645.2% | +96.6% | +548.6% | +391.2% |
| All | +645.2% | +101.8% | +543.4% | +391.2% |
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