+86.8%
ACN vs AMCR
+16.5%
+70.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -7.9% | -5.0% | -2.9% | -6.1% |
| 30D | -1.1% | -8.0% | +6.9% | +2.1% |
| 3M | +5.6% | +14.3% | -8.7% | +0.5% |
| 6M | -9.9% | +5.3% | -15.3% | -12.5% |
| YTD | -32.3% | +7.7% | -40.1% | -35.4% |
| 1Y | -25.3% | +10.8% | -36.2% | -29.6% |
| 3Y | -42.3% | +9.6% | -51.8% | -46.7% |
| 5Y | -43.5% | -10.2% | -33.3% | -43.1% |
| All | +86.8% | +16.5% | +70.3% | +55.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling