+11.4%
AMCR vs ACWI
+23.6%
-12.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -3.3% | +0.5% | -3.8% | -3.7% |
| 30D | -5.4% | +0.9% | -6.3% | -6.2% |
| 3M | +20.0% | +2.4% | +17.6% | +17.2% |
| 6M | 0.0% | +12.4% | -12.3% | -11.8% |
| YTD | +11.5% | +15.2% | -3.6% | -2.3% |
| 1Y | +11.4% | +22.7% | -11.3% | -7.9% |
| All | +11.4% | +23.6% | -12.2% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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