+16.5%
AMCR vs ALLE
-5.8%
+22.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.7% |
| 7D | -1.9% | -0.2% | -1.6% | -1.8% |
| 30D | -4.1% | -6.8% | +2.7% | -0.5% |
| 3M | +21.7% | +21.0% | +0.6% | +9.1% |
| 6M | +1.5% | +1.1% | +0.4% | -1.2% |
| YTD | +13.1% | -0.5% | +13.7% | +9.3% |
| 1Y | +16.5% | -7.3% | +23.8% | +14.5% |
| All | +16.5% | -5.8% | +22.3% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded ALLE 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling