-5.1%
AMCR vs ACWI
+67.7%
-72.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-07 to 2026-09-07.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.9% | +0.5% | -2.4% | -2.3% |
| 30D | -4.1% | +0.9% | -5.0% | -4.8% |
| 3M | +21.7% | +2.4% | +19.3% | +19.2% |
| 6M | +1.5% | +12.4% | -10.9% | -7.6% |
| YTD | +13.1% | +15.2% | -2.0% | +1.0% |
| 1Y | +16.5% | +22.7% | -6.2% | -1.3% |
| 3Y | +10.3% | +75.8% | -65.5% | -31.4% |
| All | -5.1% | +67.7% | -72.7% | -41.0% |
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 2021-09-07 to 2026-09-07: 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…
2021-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling