+1,549.9%
LLY vs AMKR
+547.1%
+1,002.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -0.9% |
| 7D | -2.9% | +8.3% | -11.2% | -3.5% |
| 30D | -8.4% | -6.8% | -1.7% | -8.2% |
| 3M | -3.8% | -31.9% | +28.2% | -2.1% |
| 6M | +11.9% | +18.4% | -6.4% | +7.6% |
| YTD | +4.3% | +31.7% | -27.4% | -1.3% |
| 1Y | +48.5% | +105.2% | -56.8% | +33.8% |
| 3Y | +91.2% | +147.7% | -56.5% | +66.0% |
| 5Y | +387.5% | +99.4% | +288.1% | +320.3% |
| All | +1,549.9% | +547.1% | +1,002.8% | +1,103.0% |
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