+9.3%
PCG vs AMKR
+64.2%
-54.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.7% | +4.9% | +2.3% |
| 7D | +2.2% | +10.0% | -7.9% | +1.6% |
| 30D | +0.8% | -19.4% | +20.2% | +1.8% |
| 3M | -23.8% | -37.4% | +13.6% | -22.0% |
| 6M | -19.6% | -51.5% | +31.8% | -17.2% |
| YTD | -16.7% | -8.1% | -8.6% | -19.6% |
| 1Y | -19.4% | +13.8% | -33.2% | -24.2% |
| 3Y | -18.3% | +59.4% | -77.7% | -30.0% |
| All | +9.3% | +64.2% | -54.8% | -13.5% |
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 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