+2,049.9%
LLY vs AMKR
+265.8%
+1,784.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +10.5% | -10.2% | -0.3% |
| 7D | +1.4% | +6.8% | -5.5% | +0.8% |
| 30D | +21.5% | -20.8% | +42.3% | +23.0% |
| 3M | +18.5% | -29.7% | +48.2% | +20.4% |
| 6M | +49.1% | -50.2% | +99.3% | +53.7% |
| YTD | +34.4% | -3.0% | +37.4% | +29.1% |
| 1Y | +46.3% | +12.0% | +34.3% | +38.2% |
| 3Y | +145.5% | +67.0% | +78.5% | +118.0% |
| 5Y | +472.7% | +76.5% | +396.2% | +392.8% |
| 10Y | +2,049.9% | +257.3% | +1,792.7% | +1,504.9% |
| All | +2,049.9% | +265.8% | +1,784.1% | +1,504.9% |
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 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