+65.2%
AMKR vs LII
+17.0%
+48.2%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.9% | -3.4% |
| 7D | +10.0% | +2.9% | +7.1% | +8.3% |
| 30D | -19.4% | +0.9% | -20.3% | -21.0% |
| 3M | -37.4% | -15.5% | -21.8% | -31.9% |
| 6M | -51.5% | -30.2% | -21.3% | -41.7% |
| YTD | -8.1% | -26.8% | +18.8% | +6.1% |
| 1Y | +13.8% | -25.3% | +39.1% | +29.7% |
| 3Y | +59.4% | -7.8% | +67.1% | +51.8% |
| All | +65.2% | +17.0% | +48.2% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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