+147.7%
AMKR vs LUV
+40.8%
+107.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.4% | +3.0% | +3.9% |
| 7D | +8.3% | -1.0% | +9.2% | +8.7% |
| 30D | -6.8% | -12.4% | +5.6% | -1.6% |
| 3M | -31.9% | -11.0% | -21.0% | -28.7% |
| 6M | +18.4% | -5.0% | +23.3% | +20.3% |
| YTD | +31.7% | -3.8% | +35.5% | +30.7% |
| 1Y | +105.2% | +25.9% | +79.3% | +81.9% |
| 3Y | +147.7% | +42.2% | +105.5% | +76.1% |
| All | +147.7% | +40.8% | +107.0% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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