+318.8%
AMKR vs DOCU
+104.2%
+214.6%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.7% | +9.3% | +8.0% |
| 7D | -16.9% | -5.5% | -11.4% | -15.7% |
| 30D | -37.2% | +12.6% | -49.9% | -39.2% |
| 3M | -39.3% | +36.4% | -75.7% | -44.5% |
| 6M | -57.4% | +66.8% | -124.2% | -63.9% |
| YTD | -16.5% | +13.5% | -29.9% | -22.3% |
| 1Y | -6.0% | +11.3% | -17.3% | -12.2% |
| 3Y | +46.2% | +92.1% | -45.9% | +13.0% |
| 5Y | +49.3% | -71.0% | +120.3% | +67.9% |
| All | +318.8% | +104.2% | +214.6% | +174.1% |
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