+13.1%
AMCR vs ACWI
+21.6%
-8.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.4% |
| 7D | -1.8% | +1.1% | -2.9% | -2.8% |
| 30D | -6.0% | -0.2% | -5.8% | -5.9% |
| 3M | +18.9% | +4.7% | +14.2% | +13.9% |
| 6M | +5.7% | +14.5% | -8.8% | -7.4% |
| YTD | +11.1% | +14.6% | -3.5% | -2.3% |
| All | +13.1% | +21.6% | -8.5% | -5.4% |
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