+528.2%
AMKR vs LPLA
+1,251.7%
-723.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.9% | +2.6% | +3.5% |
| 7D | +8.3% | -1.5% | +9.8% | +9.1% |
| 30D | -6.8% | -6.0% | -0.8% | -3.9% |
| 3M | -31.9% | +24.0% | -56.0% | -40.2% |
| 6M | +18.4% | +17.0% | +1.4% | +5.9% |
| YTD | +31.7% | -0.7% | +32.3% | +27.4% |
| 1Y | +105.2% | +2.1% | +103.1% | +94.9% |
| 3Y | +147.7% | +48.7% | +99.1% | +83.4% |
| 5Y | +99.4% | +151.2% | -51.9% | +0.6% |
| All | +528.2% | +1,251.7% | -723.5% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 10y: compounded portfolio wealth divided by compounded LPLA 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…
10y analysis · Full analysis span regression · 6 months rolling