+390.2%
LLY vs AMKR
+101.8%
+288.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | 0.0% |
| 7D | -3.1% | +8.9% | -12.0% | -3.4% |
| 30D | -8.6% | -2.7% | -5.9% | -8.7% |
| 3M | -1.6% | -27.5% | +25.8% | -0.9% |
| 6M | +11.8% | +19.4% | -7.6% | +7.7% |
| YTD | +5.1% | +30.7% | -25.6% | -0.1% |
| 1Y | +50.7% | +107.9% | -57.2% | +36.7% |
| 3Y | +95.7% | +136.1% | -40.4% | +73.0% |
| 5Y | +390.2% | +96.6% | +293.6% | +315.8% |
| All | +390.2% | +101.8% | +288.4% | +315.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling