+1,846.5%
LMT vs AMKR
+347.4%
+1,499.1%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.4% | -2.2% |
| 7D | -1.3% | +8.9% | -10.2% | -1.8% |
| 30D | -12.5% | -2.7% | -9.8% | -12.5% |
| 3M | -0.5% | -27.5% | +27.0% | +0.5% |
| 6M | -20.0% | +19.4% | -39.4% | -21.9% |
| YTD | +10.4% | +30.7% | -20.3% | +7.0% |
| 1Y | +17.7% | +107.9% | -90.2% | +10.8% |
| 3Y | +34.3% | +136.1% | -101.8% | +23.5% |
| 5Y | +71.8% | +96.6% | -24.8% | +57.4% |
| 10Y | +187.0% | +535.0% | -348.0% | +137.1% |
| All | +1,846.5% | +347.4% | +1,499.1% | +1,319.2% |
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