+5,083.9%
LITE vs AMKR
+884.9%
+4,198.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.2% | +3.2% |
| 7D | -1.5% | 0.0% | -1.5% | -1.5% |
| 30D | +6.7% | -11.1% | +17.8% | +13.1% |
| 3M | -6.8% | -35.2% | +28.4% | +12.9% |
| 6M | +29.4% | +4.9% | +24.6% | +26.6% |
| YTD | +139.1% | +21.6% | +117.5% | +117.0% |
| 1Y | +521.0% | +98.0% | +423.0% | +355.1% |
| 3Y | +1,535.3% | +77.8% | +1,457.4% | +1,126.6% |
| 5Y | +889.8% | +79.9% | +810.0% | +607.6% |
| 10Y | +2,400.7% | +456.9% | +1,943.8% | +945.9% |
| All | +5,083.9% | +884.9% | +4,198.9% | +2,067.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling