+47.6%
AMKR vs SUI
-26.3%
+73.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.5% | +9.1% | +7.9% |
| 7D | -16.9% | +6.2% | -23.1% | -18.0% |
| 30D | -37.2% | +8.6% | -45.8% | -38.7% |
| 3M | -39.3% | +1.0% | -40.3% | -39.7% |
| 6M | -57.4% | -2.6% | -54.8% | -57.7% |
| YTD | -16.5% | -0.1% | -16.3% | -18.4% |
| 1Y | -6.0% | +0.5% | -6.4% | -8.5% |
| 3Y | +46.2% | +15.3% | +30.9% | +27.7% |
| All | +47.6% | -26.3% | +73.9% | +77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling