+753.2%
AMKR vs LPLA
+1,275.5%
-522.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.5% | +8.7% | +7.4% |
| 7D | +11.1% | -2.1% | +13.2% | +12.1% |
| 30D | -8.1% | -3.3% | -4.7% | -6.8% |
| 3M | -25.6% | +23.5% | -49.1% | -34.2% |
| 6M | +22.5% | +12.0% | +10.5% | +12.7% |
| YTD | +29.1% | -1.7% | +30.8% | +25.7% |
| 1Y | +105.7% | +3.2% | +102.5% | +94.7% |
| 3Y | +133.2% | +46.2% | +87.0% | +77.7% |
| 5Y | +98.5% | +144.9% | -46.4% | +8.6% |
| 10Y | +490.6% | +1,195.1% | -704.4% | +38.9% |
| All | +753.2% | +1,275.5% | -522.2% | +70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling