+14.6%
AMCR vs INDA
+84.7%
-70.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -2.0% |
| 7D | -6.3% | -2.7% | -3.6% | -5.0% |
| 30D | -7.8% | -2.8% | -5.0% | -6.5% |
| 3M | +7.5% | +1.6% | +5.9% | +6.8% |
| 6M | +2.7% | -1.4% | +4.1% | +3.7% |
| YTD | +6.0% | -10.1% | +16.2% | +11.6% |
| 1Y | +7.8% | -8.8% | +16.6% | +12.5% |
| 3Y | +5.8% | +7.6% | -1.8% | +1.4% |
| 5Y | -11.6% | +5.8% | -17.4% | -15.0% |
| All | +14.6% | +84.7% | -70.1% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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