+301.2%
AMKR vs LUV
+462.1%
-160.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.6% | -3.6% |
| 7D | +5.5% | -0.1% | +5.6% | +5.5% |
| 30D | -8.6% | -14.6% | +6.0% | -1.8% |
| 3M | -28.7% | -5.7% | -23.0% | -26.9% |
| 6M | +13.3% | -8.4% | +21.7% | +17.5% |
| YTD | +26.1% | -5.1% | +31.2% | +26.1% |
| 1Y | +101.2% | +26.6% | +74.6% | +75.5% |
| 3Y | +127.7% | +39.7% | +88.1% | +80.4% |
| 5Y | +90.9% | -12.0% | +102.9% | +84.3% |
| 10Y | +512.5% | +17.3% | +495.2% | +391.0% |
| All | +301.2% | +462.1% | -160.9% | +60.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling