+73.0%
LMT vs AMKR
+96.3%
-23.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.4% | -5.6% | -1.1% |
| 7D | -0.2% | +8.3% | -8.5% | -0.2% |
| 30D | -13.1% | -6.8% | -6.3% | -13.1% |
| 3M | -3.9% | -31.9% | +28.1% | -4.1% |
| 6M | -18.3% | +18.4% | -36.6% | -19.2% |
| YTD | +10.3% | +31.7% | -21.3% | +8.7% |
| 1Y | +14.2% | +105.2% | -91.0% | +11.9% |
| 3Y | +35.0% | +147.7% | -112.8% | +29.1% |
| All | +73.0% | +96.3% | -23.3% | +65.9% |
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