+90.9%
AMKR vs LEN
-13.7%
+104.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.5% | 0.0% | -1.8% |
| 7D | +5.5% | -7.8% | +13.3% | +9.5% |
| 30D | -8.6% | -11.0% | +2.4% | -3.8% |
| 3M | -28.7% | -12.8% | -15.9% | -25.2% |
| 6M | +13.3% | -20.2% | +33.5% | +24.5% |
| YTD | +26.1% | -23.0% | +49.1% | +39.4% |
| 1Y | +101.2% | -41.8% | +143.0% | +155.3% |
| 3Y | +127.7% | -28.8% | +156.5% | +138.6% |
| 5Y | +90.9% | -12.6% | +103.5% | +76.4% |
| All | +90.9% | -13.7% | +104.5% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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