+1,009.8%
LITE vs AMKR
+93.2%
+916.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.2% | +4.9% | +7.4% |
| 7D | +12.6% | +11.1% | +1.5% | +6.0% |
| 30D | +9.9% | -8.1% | +18.0% | +16.0% |
| 3M | +9.3% | -25.6% | +34.9% | +27.6% |
| 6M | +75.2% | +22.5% | +52.7% | +52.4% |
| YTD | +165.5% | +29.1% | +136.4% | +121.6% |
| 1Y | +555.0% | +105.7% | +449.3% | +317.5% |
| 3Y | +1,870.5% | +133.2% | +1,737.3% | +1,041.3% |
| 5Y | +1,009.8% | +98.5% | +911.3% | +527.3% |
| All | +1,009.8% | +93.2% | +916.7% | +527.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling