+1,668.5%
LITE vs AMKR
+115.5%
+1,553.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.2% | +2.8% |
| 7D | -1.5% | 0.0% | -1.5% | -1.5% |
| 30D | +6.7% | -11.1% | +17.8% | +15.5% |
| 3M | -6.8% | -35.2% | +28.4% | +20.0% |
| 6M | +29.4% | +4.9% | +24.6% | +20.7% |
| YTD | +139.1% | +21.6% | +117.5% | +98.7% |
| 1Y | +521.0% | +98.0% | +423.0% | +269.5% |
| All | +1,668.5% | +115.5% | +1,553.0% | +819.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling