+145.9%
AMKR vs LPLA
+44.8%
+101.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | +8.9% | -1.5% | +10.4% | +9.4% |
| 30D | -2.7% | -6.0% | +3.3% | -0.7% |
| 3M | -27.5% | +21.4% | -48.8% | -33.5% |
| 6M | +19.4% | +12.1% | +7.3% | +12.1% |
| YTD | +30.7% | -1.8% | +32.5% | +28.7% |
| 1Y | +107.9% | +3.2% | +104.7% | +100.2% |
| All | +145.9% | +44.8% | +101.1% | +121.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling