-7.4%
AMCR vs FRSH
-72.5%
+65.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.7% | -1.6% |
| 7D | -6.3% | -6.6% | +0.3% | -5.7% |
| 30D | -7.8% | +2.1% | -9.9% | -8.0% |
| 3M | +7.5% | +29.0% | -21.4% | +5.2% |
| 6M | +2.7% | +48.6% | -45.9% | -1.2% |
| YTD | +6.0% | -2.9% | +9.0% | +5.8% |
| 1Y | +7.8% | -7.9% | +15.7% | +7.9% |
| 3Y | +5.8% | -46.5% | +52.3% | +9.7% |
| All | -7.4% | -72.5% | +65.1% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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