+1,805.9%
AAPL vs AMCR
+97.2%
+1,708.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +0.5% |
| 7D | -3.0% | -6.3% | +3.3% | -1.3% |
| 30D | +2.3% | -7.1% | +9.4% | +4.3% |
| 3M | +8.6% | +12.7% | -4.0% | +5.0% |
| 6M | +21.6% | +5.2% | +16.4% | +19.2% |
| YTD | +16.3% | +8.1% | +8.2% | +12.8% |
| 1Y | +35.1% | +11.7% | +23.3% | +29.5% |
| 3Y | +79.4% | +9.9% | +69.5% | +71.2% |
| 5Y | +109.8% | -8.7% | +118.5% | +110.5% |
| 10Y | +1,237.1% | +16.8% | +1,220.3% | +1,112.4% |
| All | +1,805.9% | +97.2% | +1,708.7% | +1,562.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling