+91.1%
AMKR vs LULU
-76.9%
+168.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.2% | +2.3% | +3.7% |
| 7D | +8.3% | -1.6% | +9.9% | +8.9% |
| 30D | -6.8% | -18.1% | +11.3% | -1.6% |
| 3M | -31.9% | -18.8% | -13.2% | -29.1% |
| 6M | +18.4% | -39.2% | +57.6% | +38.0% |
| YTD | +31.7% | -52.4% | +84.0% | +68.3% |
| 1Y | +105.2% | -40.3% | +145.5% | +136.7% |
| 3Y | +147.7% | -75.1% | +222.8% | +282.6% |
| All | +91.1% | -76.9% | +168.0% | +195.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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