+11.4%
AMCR vs IBB
+51.5%
-40.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.1% |
| 7D | -3.3% | +1.4% | -4.7% | -4.0% |
| 30D | -5.4% | +10.5% | -15.9% | -10.8% |
| 3M | +20.0% | +23.6% | -3.7% | +6.1% |
| 6M | 0.0% | +22.6% | -22.6% | -11.7% |
| YTD | +11.5% | +25.7% | -14.2% | -2.5% |
| 1Y | +11.4% | +51.4% | -40.0% | -7.6% |
| All | +11.4% | +51.5% | -40.1% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling