+2,080.1%
LLY vs AMKR
+236.0%
+1,844.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.4% |
| 7D | +6.7% | +10.0% | -3.3% | +6.0% |
| 30D | +19.6% | -19.4% | +39.0% | +20.9% |
| 3M | +19.7% | -37.4% | +57.1% | +22.6% |
| 6M | +42.7% | -51.5% | +94.2% | +47.3% |
| YTD | +35.1% | -8.1% | +43.2% | +30.2% |
| 1Y | +42.2% | +13.8% | +28.4% | +33.9% |
| 3Y | +140.8% | +59.4% | +81.4% | +114.5% |
| 5Y | +480.6% | +65.9% | +414.7% | +401.7% |
| All | +2,080.1% | +236.0% | +1,844.1% | +1,535.2% |
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