+14.6%
AMCR vs HDB
+42.1%
-27.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.9% | -8.4% | -3.5% |
| 7D | -6.3% | +0.7% | -7.0% | -6.5% |
| 30D | -7.8% | +1.0% | -8.8% | -8.2% |
| 3M | +7.5% | -2.0% | +9.5% | +7.8% |
| 6M | +2.7% | -18.1% | +20.8% | +8.0% |
| YTD | +6.0% | -36.1% | +42.2% | +18.8% |
| 1Y | +7.8% | -34.0% | +41.8% | +19.5% |
| 3Y | +5.8% | -26.7% | +32.5% | +12.2% |
| 5Y | -11.6% | -33.9% | +22.3% | -5.3% |
| All | +14.6% | +42.1% | -27.4% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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