+16.5%
AMCR vs DAR
+375.1%
-358.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.1% |
| 7D | -5.0% | +0.9% | -5.9% | -5.2% |
| 30D | -8.0% | +6.4% | -14.4% | -9.4% |
| 3M | +14.3% | +13.2% | +1.0% | +10.3% |
| 6M | +5.3% | +26.2% | -20.8% | -1.4% |
| YTD | +7.7% | +84.4% | -76.6% | -7.9% |
| 1Y | +10.8% | +112.0% | -101.2% | -8.9% |
| 3Y | +9.6% | +13.4% | -3.8% | +1.6% |
| 5Y | -10.2% | -6.0% | -4.2% | -15.4% |
| All | +16.5% | +375.1% | -358.6% | -25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling