+115.1%
AMKR vs DOCS
-36.0%
+151.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.5% | +2.2% |
| 7D | 0.0% | -1.4% | +1.4% | +0.2% |
| 30D | -11.1% | +21.8% | -33.0% | -14.7% |
| 3M | -35.2% | +27.3% | -62.5% | -38.6% |
| 6M | +4.9% | -0.3% | +5.2% | +2.5% |
| YTD | +21.6% | -40.5% | +62.1% | +29.8% |
| 1Y | +98.0% | -61.5% | +159.6% | +129.4% |
| 3Y | +77.8% | +8.2% | +69.7% | +63.0% |
| 5Y | +79.9% | -73.4% | +153.3% | +78.2% |
| All | +115.1% | -36.0% | +151.1% | +115.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling