+11.4%
AMCR vs BWA
+59.1%
-47.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -2.3% |
| 7D | -3.3% | +5.7% | -8.9% | -4.6% |
| 30D | -5.4% | +1.4% | -6.9% | -6.0% |
| 3M | +20.0% | -12.1% | +32.0% | +24.0% |
| 6M | 0.0% | +28.6% | -28.5% | -8.4% |
| YTD | +11.5% | +51.1% | -39.6% | -3.9% |
| 1Y | +11.4% | +55.9% | -44.5% | -4.8% |
| All | +11.4% | +59.1% | -47.7% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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