+330.1%
AMKR vs LULU
+691.8%
-361.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.2% | +2.3% | +3.7% |
| 7D | +8.3% | -1.6% | +9.9% | +9.0% |
| 30D | -6.8% | -18.1% | +11.3% | -1.4% |
| 3M | -31.9% | -18.8% | -13.2% | -28.9% |
| 6M | +18.4% | -39.2% | +57.6% | +37.1% |
| YTD | +31.7% | -52.4% | +84.0% | +66.0% |
| 1Y | +105.2% | -40.3% | +145.5% | +136.1% |
| 3Y | +147.7% | -75.1% | +222.8% | +273.5% |
| 5Y | +99.4% | -76.7% | +176.1% | +200.5% |
| 10Y | +539.7% | +52.7% | +487.0% | +383.9% |
| All | +330.1% | +691.8% | -361.7% | +14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling