+147.7%
AMKR vs DLTR
+1.4%
+146.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.9% | +4.5% |
| 7D | +8.3% | -10.1% | +18.4% | +9.5% |
| 30D | -6.8% | -8.1% | +1.3% | -6.1% |
| 3M | -31.9% | +2.9% | -34.8% | -33.1% |
| 6M | +18.4% | +4.3% | +14.0% | +15.8% |
| YTD | +31.7% | -3.9% | +35.6% | +30.8% |
| 1Y | +105.2% | +18.9% | +86.3% | +94.0% |
| 3Y | +147.7% | +1.9% | +145.8% | +125.7% |
| All | +147.7% | +1.4% | +146.3% | +125.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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