+528.2%
AMKR vs UUUU
+465.5%
+62.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -5.0% | +9.4% | +5.5% |
| 7D | +8.3% | -10.5% | +18.8% | +10.8% |
| 30D | -6.8% | -10.5% | +3.7% | -4.8% |
| 3M | -31.9% | -14.1% | -17.8% | -29.7% |
| 6M | +18.4% | -35.5% | +53.8% | +27.8% |
| YTD | +31.7% | -10.9% | +42.6% | +31.2% |
| 1Y | +105.2% | +3.4% | +101.9% | +91.0% |
| 3Y | +147.7% | +73.1% | +74.6% | +91.1% |
| 5Y | +99.4% | +87.1% | +12.2% | +41.1% |
| All | +528.2% | +465.5% | +62.7% | +211.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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