+315.9%
AMKR vs DLTR
+1,366.3%
-1,050.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.6% | +5.8% | +2.7% |
| 7D | +8.9% | -10.2% | +19.1% | +12.6% |
| 30D | -2.7% | -8.5% | +5.8% | -0.5% |
| 3M | -27.5% | +5.6% | -33.0% | -30.0% |
| 6M | +19.4% | +2.2% | +17.2% | +14.4% |
| YTD | +30.7% | -3.8% | +34.5% | +27.4% |
| 1Y | +107.9% | +22.9% | +85.0% | +85.6% |
| 3Y | +136.1% | +2.0% | +134.1% | +112.8% |
| 5Y | +96.6% | +29.8% | +66.8% | +54.7% |
| 10Y | +535.0% | +45.0% | +490.0% | +355.9% |
| All | +315.9% | +1,366.3% | -1,050.4% | -7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling