+257.6%
ALAB vs AMCR
+10.1%
+247.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +16.3% | -2.4% | +18.7% | +16.3% |
| 30D | -26.1% | +3.6% | -29.7% | -25.9% |
| 3M | -31.3% | -4.2% | -27.1% | -31.1% |
| 6M | -1.0% | +15.5% | -16.5% | -2.1% |
| YTD | +33.3% | +9.7% | +23.6% | +30.5% |
| 1Y | +53.5% | +8.3% | +45.2% | +50.5% |
| All | +257.6% | +10.1% | +247.6% | +304.7% |
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