+339.9%
AMKR vs DOCU
+104.4%
+235.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -8.4% | -3.4% | -5.0% | -7.6% |
| 30D | -29.8% | +9.3% | -39.1% | -31.5% |
| 3M | -34.7% | +30.2% | -64.9% | -39.6% |
| 6M | -54.9% | +62.1% | -117.0% | -61.4% |
| YTD | -12.3% | +13.5% | -25.8% | -18.4% |
| 1Y | -1.4% | +11.5% | -12.9% | -8.0% |
| 3Y | +51.1% | +89.5% | -38.4% | +17.2% |
| 5Y | +62.6% | -69.6% | +132.2% | +80.5% |
| All | +339.9% | +104.4% | +235.5% | +187.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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