+47.6%
AMKR vs DOCS
-51.8%
+99.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -2.0% | +9.7% | +8.0% |
| 7D | -16.9% | -0.8% | -16.1% | -16.8% |
| 30D | -37.2% | +17.4% | -54.6% | -39.0% |
| 3M | -39.3% | +57.4% | -96.6% | -45.0% |
| 6M | -57.4% | +26.5% | -83.9% | -60.4% |
| YTD | -16.5% | -26.6% | +10.1% | -13.2% |
| 1Y | -6.0% | -48.1% | +42.1% | +5.4% |
| 3Y | +46.2% | +52.6% | -6.5% | +19.1% |
| All | +47.6% | -51.8% | +99.5% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling