+528.2%
AMKR vs AG
+68.4%
+459.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.9% | +7.4% | +5.0% |
| 7D | +8.3% | -6.7% | +15.0% | +9.6% |
| 30D | -6.8% | +2.2% | -8.9% | -7.3% |
| 3M | -31.9% | +15.7% | -47.6% | -33.8% |
| 6M | +18.4% | -23.8% | +42.1% | +22.9% |
| YTD | +31.7% | +17.6% | +14.0% | +26.0% |
| 1Y | +105.2% | +88.6% | +16.6% | +80.6% |
| 3Y | +147.7% | +253.4% | -105.7% | +88.5% |
| 5Y | +99.4% | +62.4% | +36.9% | +63.7% |
| All | +528.2% | +68.4% | +459.8% | +383.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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