+97.2%
AMCR vs AGI
+146.1%
-48.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -2.8% |
| 7D | -6.3% | +2.2% | -8.5% | -6.4% |
| 30D | -7.1% | +11.3% | -18.4% | -7.7% |
| 3M | +12.7% | +5.6% | +7.0% | +12.2% |
| 6M | +5.2% | -27.7% | +32.8% | +6.4% |
| YTD | +8.1% | -4.1% | +12.1% | +8.0% |
| 1Y | +11.7% | +13.8% | -2.1% | +10.8% |
| 3Y | +9.9% | +217.0% | -207.1% | +4.6% |
| 5Y | -8.7% | +404.3% | -413.0% | -14.6% |
| 10Y | +16.8% | +400.5% | -383.7% | +9.3% |
| All | +97.2% | +146.1% | -48.9% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling