+144.6%
LLY vs AMKR
+55.6%
+89.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +3.0% | +1.5% |
| 7D | +1.6% | -8.4% | +10.0% | +1.7% |
| 30D | +21.5% | -29.8% | +51.3% | +22.1% |
| 3M | +16.4% | -34.7% | +51.1% | +17.0% |
| 6M | +51.5% | -54.9% | +106.4% | +53.8% |
| YTD | +33.9% | -12.3% | +46.2% | +26.8% |
| 1Y | +49.1% | -1.4% | +50.5% | +38.8% |
| 3Y | +144.6% | +51.1% | +93.5% | +139.5% |
| All | +144.6% | +55.6% | +89.0% | +139.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling