+147.7%
AMKR vs AGI
+206.1%
-58.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +4.3% |
| 7D | +8.3% | -2.7% | +11.0% | +9.1% |
| 30D | -6.8% | +7.2% | -14.0% | -8.6% |
| 3M | -31.9% | +4.3% | -36.2% | -33.3% |
| 6M | +18.4% | -27.1% | +45.4% | +25.8% |
| YTD | +31.7% | -6.6% | +38.3% | +31.9% |
| 1Y | +105.2% | +9.5% | +95.7% | +98.0% |
| 3Y | +147.7% | +208.4% | -60.7% | +87.3% |
| All | +147.7% | +206.1% | -58.4% | +87.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling