+237.3%
AMKR vs DOC
+21.1%
+216.2%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.8% | +4.9% | +5.9% |
| 7D | -5.3% | +5.9% | -11.2% | -7.7% |
| 30D | -28.7% | +10.3% | -39.0% | -32.3% |
| 3M | -36.6% | -2.2% | -34.4% | -36.4% |
| 6M | -54.2% | +8.2% | -62.4% | -56.7% |
| YTD | -10.9% | +35.4% | -46.3% | -25.8% |
| 1Y | +1.3% | +23.6% | -22.3% | -11.8% |
| 3Y | +60.0% | +57.3% | +2.8% | +20.8% |
| 5Y | +59.3% | -19.6% | +78.9% | +67.4% |
| 10Y | +237.3% | +20.8% | +216.5% | +197.8% |
| All | +237.3% | +21.1% | +216.2% | +197.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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