+127.8%
AAPL vs AMCR
-12.3%
+140.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.3% |
| 7D | +3.8% | -6.3% | +10.1% | +6.3% |
| 30D | +9.9% | -7.8% | +17.7% | +13.2% |
| 3M | +12.5% | +7.5% | +5.0% | +9.0% |
| 6M | +27.6% | +2.7% | +24.9% | +25.2% |
| YTD | +22.6% | +6.0% | +16.5% | +17.7% |
| 1Y | +45.0% | +7.8% | +37.2% | +37.9% |
| 3Y | +87.8% | +5.8% | +82.0% | +74.8% |
| All | +127.8% | -12.3% | +140.1% | +138.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling