+35.8%
AMKR vs DOCS
+50.6%
-14.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.5% | -4.3% | -10.2% | -14.0% |
| 7D | -26.0% | -1.3% | -24.7% | -25.9% |
| 30D | -42.9% | +19.4% | -62.3% | -44.0% |
| 3M | -43.3% | +53.4% | -96.7% | -46.4% |
| 6M | -60.1% | +28.8% | -88.9% | -61.7% |
| YTD | -22.4% | -25.1% | +2.7% | -18.3% |
| 1Y | -16.0% | -48.1% | +32.1% | -5.2% |
| All | +35.8% | +50.6% | -14.8% | +23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling