+1,773.8%
HWM vs AMKR
+421.4%
+1,352.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.2% | -0.9% |
| 7D | -2.1% | 0.0% | -2.1% | -2.2% |
| 30D | -11.0% | -11.1% | +0.2% | -8.8% |
| 3M | +4.0% | -35.2% | +39.2% | +12.2% |
| 6M | -0.2% | +4.9% | -5.1% | -7.4% |
| YTD | +26.7% | +21.6% | +5.1% | +11.0% |
| 1Y | +44.7% | +98.0% | -53.3% | +8.1% |
| 3Y | +426.1% | +77.8% | +348.3% | +275.3% |
| 5Y | +738.5% | +79.9% | +658.6% | +465.4% |
| All | +1,773.8% | +421.4% | +1,352.4% | +698.0% |
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