+490.6%
AMKR vs SUI
+104.3%
+386.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.7% | +6.8% |
| 7D | +11.1% | -3.1% | +14.2% | +12.5% |
| 30D | -8.1% | -2.3% | -5.7% | -7.3% |
| 3M | -25.6% | -2.8% | -22.8% | -25.9% |
| 6M | +22.5% | -12.4% | +34.9% | +27.6% |
| YTD | +29.1% | -3.3% | +32.4% | +27.5% |
| 1Y | +105.7% | -5.8% | +111.5% | +104.6% |
| 3Y | +133.2% | +12.5% | +120.7% | +103.5% |
| 5Y | +98.5% | -32.9% | +131.4% | +128.6% |
| 10Y | +490.6% | +104.4% | +386.2% | +358.0% |
| All | +490.6% | +104.3% | +386.3% | +358.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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