+29.9%
AAPL vs AMCR
+32.3%
-2.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.3% | +2.0% | +4.6% |
| 7D | +1.7% | +6.2% | -4.6% | +0.5% |
| 30D | +5.0% | +16.0% | -11.0% | +2.0% |
| 3M | +13.1% | +4.4% | +8.7% | +12.1% |
| 6M | +26.5% | +35.5% | -9.0% | +19.4% |
| YTD | +28.9% | +21.5% | +7.4% | +24.3% |
| 1Y | +29.9% | +30.7% | -0.8% | +25.3% |
| All | +29.9% | +32.3% | -2.4% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling