-7.5%
AMCR vs ALLE
+17.0%
-24.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.8% |
| 7D | -3.1% | -0.7% | -2.4% | -2.8% |
| 30D | -3.1% | -0.7% | -2.4% | -2.8% |
| 3M | -3.1% | -0.7% | -2.4% | -2.8% |
| 6M | -3.1% | -0.7% | -2.4% | -2.8% |
| YTD | +11.1% | -1.2% | +12.3% | +11.3% |
| 1Y | +14.4% | -9.1% | +23.6% | +18.9% |
| 3Y | +13.0% | +50.0% | -37.0% | -8.2% |
| 5Y | -7.5% | +15.2% | -22.8% | -18.2% |
| All | -7.5% | +17.0% | -24.5% | -18.2% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling