-77.1%
PATH vs AMKR
+59.8%
-136.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -0.7% |
| 7D | -2.3% | -8.4% | +6.1% | -0.2% |
| 30D | -4.8% | -29.8% | +25.0% | +5.1% |
| 3M | -17.7% | -34.7% | +17.0% | -8.7% |
| 6M | +18.9% | -54.9% | +73.8% | +40.9% |
| YTD | -21.7% | -12.3% | -9.5% | -36.1% |
| 1Y | -9.6% | -1.4% | -8.2% | -31.5% |
| 3Y | -25.8% | +51.1% | -76.9% | -62.0% |
| 5Y | -77.1% | +62.6% | -139.7% | -89.8% |
| All | -77.1% | +59.8% | -136.9% | -89.8% |
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