+1,533.3%
LITE vs AMKR
+253.7%
+1,279.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.6% | +4.0% | +7.2% |
| 7D | -12.9% | -5.3% | -7.6% | -9.5% |
| 30D | -46.0% | -28.7% | -17.2% | -34.4% |
| 3M | -33.0% | -36.6% | +3.5% | -13.6% |
| 6M | -34.0% | -54.2% | +20.1% | -2.0% |
| YTD | +61.7% | -10.9% | +72.7% | +72.5% |
| 1Y | +148.3% | +1.3% | +147.0% | +149.7% |
| 3Y | +1,408.5% | +60.0% | +1,348.5% | +1,093.1% |
| 5Y | +546.2% | +59.3% | +486.9% | +386.8% |
| 10Y | +1,533.3% | +237.3% | +1,296.0% | +607.0% |
| All | +1,533.3% | +253.7% | +1,279.6% | +607.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 10y: compounded portfolio wealth divided by compounded AMKR 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…
10y analysis · Full analysis span regression · 6 months rolling