-6.1%
PATH vs AMKR
+78.7%
-84.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.8% | -18.4% | -16.9% |
| 7D | -16.3% | 0.0% | -16.3% | -16.4% |
| 30D | +9.9% | -11.1% | +21.1% | +11.9% |
| 3M | +30.2% | -35.2% | +65.3% | +36.6% |
| 6M | +37.2% | +4.9% | +32.3% | +23.1% |
| YTD | -7.3% | +21.6% | -28.9% | -22.4% |
| 1Y | +40.0% | +98.0% | -58.0% | -1.6% |
| All | -6.1% | +78.7% | -84.8% | -43.2% |
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 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