+1,520.0%
HWM vs AMKR
+315.8%
+1,204.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.5% | -8.3% | -0.4% |
| 7D | +5.0% | +6.8% | -1.9% | +2.9% |
| 30D | +1.5% | -20.8% | +22.3% | +6.7% |
| 3M | -20.3% | -29.7% | +9.4% | -14.6% |
| 6M | -18.0% | -50.2% | +32.1% | -7.2% |
| YTD | +9.5% | -3.0% | +12.5% | +0.1% |
| 1Y | +7.5% | +12.0% | -4.5% | -6.5% |
| 3Y | +355.7% | +67.0% | +288.7% | +224.7% |
| 5Y | +610.2% | +76.5% | +533.7% | +370.0% |
| 10Y | +1,516.8% | +257.3% | +1,259.5% | +614.0% |
| All | +1,520.0% | +315.8% | +1,204.2% | +619.5% |
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