+528.2%
AMKR vs SBAC
+87.1%
+441.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.2% | +2.2% | +3.8% |
| 7D | +8.3% | -2.1% | +10.4% | +9.0% |
| 30D | -6.8% | +2.0% | -8.8% | -7.5% |
| 3M | -31.9% | -8.3% | -23.6% | -30.6% |
| 6M | +18.4% | +0.3% | +18.0% | +15.5% |
| YTD | +31.7% | -2.2% | +33.9% | +28.7% |
| 1Y | +105.2% | -4.6% | +109.9% | +102.4% |
| 3Y | +147.7% | -8.3% | +156.0% | +135.5% |
| 5Y | +99.4% | -42.8% | +142.2% | +134.7% |
| All | +528.2% | +87.1% | +441.0% | +337.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling