+90.9%
AMKR vs LPLA
+142.4%
-51.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.9% | -3.3% |
| 7D | +5.5% | -3.7% | +9.2% | +7.1% |
| 30D | -8.6% | -6.4% | -2.2% | -6.3% |
| 3M | -28.7% | +20.2% | -48.9% | -35.0% |
| 6M | +13.3% | +12.8% | +0.4% | +5.3% |
| YTD | +26.1% | -2.5% | +28.6% | +24.0% |
| 1Y | +101.2% | +1.9% | +99.2% | +93.7% |
| 3Y | +127.7% | +45.0% | +82.8% | +84.4% |
| 5Y | +90.9% | +146.6% | -55.7% | +4.0% |
| All | +90.9% | +142.4% | -51.5% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling