+3,068.2%
LITE vs AMKR
+576.7%
+2,491.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +7.6% | -2.0% | +2.0% |
| 7D | -35.9% | -16.9% | -19.0% | -29.0% |
| 30D | -51.5% | -37.2% | -14.3% | -38.6% |
| 3M | -35.7% | -39.3% | +3.6% | -17.0% |
| 6M | -43.0% | -57.4% | +14.4% | -15.0% |
| YTD | +46.1% | -16.5% | +62.6% | +61.1% |
| 1Y | +124.7% | -6.0% | +130.7% | +136.1% |
| 3Y | +1,172.1% | +46.2% | +1,125.9% | +990.7% |
| 5Y | +477.0% | +49.3% | +427.7% | +371.3% |
| 10Y | +1,465.7% | +239.3% | +1,226.4% | +703.4% |
| All | +3,068.2% | +576.7% | +2,491.5% | +1,509.3% |
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 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