+25.9%
LMT vs AMKR
+0.7%
+25.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.2% | -1.7% | -7.2% |
| 7D | -5.5% | -15.5% | +10.0% | -6.4% |
| 30D | +17.5% | -34.7% | +52.2% | +15.4% |
| 3M | +1.6% | -36.1% | +37.6% | -0.2% |
| 6M | +16.3% | -49.6% | +65.9% | +12.8% |
| YTD | +25.3% | -9.2% | +34.5% | +17.5% |
| 1Y | +25.9% | +1.9% | +24.0% | +19.0% |
| All | +25.9% | +0.7% | +25.2% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling