+528.2%
AMKR vs AGI
+392.3%
+135.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +4.3% |
| 7D | +8.3% | -2.7% | +11.0% | +8.7% |
| 30D | -6.8% | +7.2% | -14.0% | -7.8% |
| 3M | -31.9% | +4.3% | -36.2% | -32.6% |
| 6M | +18.4% | -27.1% | +45.4% | +22.6% |
| YTD | +31.7% | -6.6% | +38.3% | +32.0% |
| 1Y | +105.2% | +9.5% | +95.7% | +101.7% |
| 3Y | +147.7% | +208.4% | -60.7% | +115.7% |
| 5Y | +99.4% | +401.6% | -302.3% | +64.0% |
| All | +528.2% | +392.3% | +135.8% | +423.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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