+80.9%
AMKR vs DOCS
-73.4%
+154.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.5% | +2.3% |
| 7D | 0.0% | -1.4% | +1.4% | +0.2% |
| 30D | -11.1% | +21.8% | -33.0% | -15.2% |
| 3M | -35.2% | +27.3% | -62.5% | -39.1% |
| 6M | +4.9% | -0.3% | +5.2% | +2.2% |
| YTD | +21.6% | -40.5% | +62.1% | +31.2% |
| 1Y | +98.0% | -61.5% | +159.6% | +135.0% |
| 3Y | +77.8% | +8.2% | +69.7% | +58.1% |
| All | +80.9% | -73.4% | +154.3% | +87.1% |
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