+76.5%
AMKR vs BURL
-9.5%
+86.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.9% | +9.6% | +10.2% |
| 7D | +6.8% | -0.8% | +7.7% | +7.3% |
| 30D | -20.8% | -4.4% | -16.4% | -19.8% |
| 3M | -29.7% | -28.6% | -1.1% | -21.5% |
| 6M | -50.2% | -12.3% | -37.9% | -49.2% |
| YTD | -3.0% | -11.3% | +8.2% | -1.0% |
| 1Y | +12.0% | -10.4% | +22.4% | +13.1% |
| 3Y | +67.0% | +96.1% | -29.1% | +26.4% |
| 5Y | +76.5% | -5.0% | +81.5% | +74.7% |
| All | +76.5% | -9.5% | +86.0% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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