+61.8%
PCG vs AMKR
+93.2%
-31.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.2% | -2.5% | +3.3% |
| 7D | +5.4% | +11.1% | -5.7% | +4.7% |
| 30D | -15.1% | -8.1% | -7.1% | -14.8% |
| 3M | -9.8% | -25.6% | +15.8% | -9.1% |
| 6M | -18.0% | +22.5% | -40.5% | -21.1% |
| YTD | -7.2% | +29.1% | -36.3% | -11.9% |
| 1Y | +2.9% | +105.7% | -102.8% | -7.7% |
| 3Y | -11.1% | +133.2% | -144.3% | -25.2% |
| 5Y | +61.8% | +98.5% | -36.7% | +33.6% |
| All | +61.8% | +93.2% | -31.4% | +33.6% |
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