+77.3%
AMKR vs DOC
+20.8%
+56.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.3% |
| 7D | 0.0% | -1.5% | +1.4% | +0.4% |
| 30D | -11.1% | -4.8% | -6.4% | -9.9% |
| 3M | -35.2% | +6.9% | -42.1% | -37.5% |
| 6M | +4.9% | +20.7% | -15.9% | -4.0% |
| YTD | +21.6% | +34.1% | -12.6% | +5.8% |
| 1Y | +98.0% | +22.6% | +75.4% | +78.8% |
| All | +77.3% | +20.8% | +56.5% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling