+2,614.7%
LITE vs AMKR
+503.2%
+2,111.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.2% | +0.4% |
| 7D | +13.6% | +8.9% | +4.7% | +9.0% |
| 30D | +21.6% | -2.7% | +24.3% | +23.6% |
| 3M | +20.3% | -27.5% | +47.8% | +40.4% |
| 6M | +54.4% | +19.4% | +35.0% | +39.7% |
| YTD | +168.3% | +30.7% | +137.6% | +130.9% |
| 1Y | +551.8% | +107.9% | +443.9% | +346.1% |
| 3Y | +1,891.5% | +136.1% | +1,755.4% | +1,163.6% |
| 5Y | +1,014.7% | +96.6% | +918.1% | +621.8% |
| 10Y | +2,614.7% | +535.0% | +2,079.7% | +695.3% |
| All | +2,614.7% | +503.2% | +2,111.6% | +695.3% |
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