+55.2%
AMKR vs DOCS
-21.3%
+76.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.3% |
| 7D | -8.4% | -0.6% | -7.8% | -8.3% |
| 30D | -29.8% | +6.3% | -36.1% | -30.5% |
| 3M | -34.7% | +26.5% | -61.2% | -37.3% |
| 6M | -54.9% | +24.8% | -79.7% | -57.4% |
| YTD | -12.3% | -26.8% | +14.5% | -9.5% |
| 1Y | -1.4% | -38.3% | +36.9% | +4.9% |
| 3Y | +51.1% | +36.0% | +15.0% | +33.5% |
| 5Y | +62.6% | -55.0% | +117.6% | +55.3% |
| All | +55.2% | -21.3% | +76.5% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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