+30.7%
AMCR vs DAR
+63.3%
-32.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.5% | +5.7% | +3.1% |
| 7D | +6.2% | -5.7% | +11.9% | +5.7% |
| 30D | +16.0% | -16.6% | +32.6% | +14.5% |
| 3M | +4.4% | -13.1% | +17.4% | +3.5% |
| 6M | +35.5% | -18.8% | +54.3% | +35.6% |
| YTD | +21.5% | +45.3% | -23.8% | +5.7% |
| 1Y | +30.7% | +60.6% | -29.9% | +12.4% |
| All | +30.7% | +63.3% | -32.5% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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