+14.2%
LQD vs AMKR
+135.2%
-121.0%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.4% | -4.5% | -0.1% |
| 7D | -1.1% | +8.3% | -9.4% | -1.3% |
| 30D | -1.3% | -6.8% | +5.5% | -1.2% |
| 3M | -3.2% | -31.9% | +28.7% | -2.6% |
| 6M | -2.1% | +18.4% | -20.5% | -3.2% |
| YTD | -2.4% | +31.7% | -34.0% | -3.9% |
| 1Y | -2.7% | +105.2% | -107.9% | -5.8% |
| 3Y | +14.2% | +147.7% | -133.6% | +2.1% |
| All | +14.2% | +135.2% | -121.0% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling