-8.7%
AMCR vs BUD
+44.7%
-53.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -1.8% |
| 7D | -6.3% | -1.3% | -5.0% | -5.8% |
| 30D | -7.1% | -6.1% | -1.0% | -4.7% |
| 3M | +12.7% | -3.8% | +16.4% | +14.2% |
| 6M | +5.2% | +8.2% | -3.0% | +1.5% |
| YTD | +8.1% | +23.6% | -15.5% | -0.8% |
| 1Y | +11.7% | +33.4% | -21.7% | -0.5% |
| 3Y | +9.9% | +45.3% | -35.4% | -7.1% |
| 5Y | -8.7% | +44.3% | -52.9% | -24.6% |
| All | -8.7% | +44.7% | -53.4% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 5y: compounded portfolio wealth divided by compounded BUD 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…
5y analysis · Full analysis span regression · 6 months rolling