+14.6%
AMCR vs GEN
+159.8%
-145.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -1.7% |
| 7D | -6.3% | -1.3% | -5.0% | -6.1% |
| 30D | -7.8% | +6.1% | -13.9% | -8.8% |
| 3M | +7.5% | +27.0% | -19.4% | +3.3% |
| 6M | +2.7% | +43.9% | -41.2% | -3.9% |
| YTD | +6.0% | +13.0% | -6.9% | +3.2% |
| 1Y | +7.8% | +4.0% | +3.8% | +6.3% |
| 3Y | +5.8% | +66.2% | -60.4% | -3.6% |
| 5Y | -11.6% | +23.2% | -34.8% | -17.3% |
| All | +14.6% | +159.8% | -145.2% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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