+90.9%
AMKR vs AG
+64.4%
+26.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.9% | +1.3% | -2.5% |
| 7D | +5.5% | -5.8% | +11.3% | +6.9% |
| 30D | -8.6% | +6.4% | -15.0% | -10.0% |
| 3M | -28.7% | +28.4% | -57.1% | -32.4% |
| 6M | +13.3% | -24.5% | +37.7% | +18.0% |
| YTD | +26.1% | +21.2% | +4.9% | +19.0% |
| 1Y | +101.2% | +114.1% | -12.9% | +70.2% |
| 3Y | +127.7% | +268.0% | -140.3% | +66.5% |
| 5Y | +90.9% | +67.3% | +23.5% | +52.5% |
| All | +90.9% | +64.4% | +26.5% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling