+114.8%
AMCR vs FIVE
+868.1%
-753.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.1% | -5.3% | -0.8% |
| 7D | -1.9% | +4.3% | -6.1% | -2.4% |
| 30D | -4.1% | +12.5% | -16.6% | -5.6% |
| 3M | +21.7% | +31.2% | -9.6% | +17.3% |
| 6M | +1.5% | +14.4% | -12.9% | -0.8% |
| YTD | +13.1% | +33.9% | -20.8% | +8.3% |
| 1Y | +16.5% | +65.1% | -48.5% | +8.3% |
| 3Y | +10.3% | +49.0% | -38.7% | +0.4% |
| 5Y | -7.7% | +30.3% | -38.0% | -16.3% |
| 10Y | +24.6% | +481.1% | -456.5% | +1.8% |
| All | +114.8% | +868.1% | -753.3% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded FIVE 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling