+3,475.0%
LLY vs AMKR
+316.3%
+3,158.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.0% |
| 7D | -2.1% | 0.0% | -2.1% | -2.2% |
| 30D | -1.6% | -11.1% | +9.5% | -1.1% |
| 3M | +2.3% | -35.2% | +37.5% | +4.1% |
| 6M | +14.9% | +4.9% | +10.0% | +12.5% |
| YTD | +7.5% | +21.6% | -14.1% | +3.7% |
| 1Y | +55.7% | +98.0% | -42.3% | +44.5% |
| 3Y | +110.6% | +77.8% | +32.8% | +93.8% |
| 5Y | +363.4% | +79.9% | +283.5% | +319.6% |
| 10Y | +1,649.0% | +456.9% | +1,192.1% | +1,306.2% |
| All | +3,475.0% | +316.3% | +3,158.7% | +1,871.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling