-9.2%
AMCR vs LII
+17.0%
-26.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.4% |
| 7D | -2.4% | +2.9% | -5.3% | -3.3% |
| 30D | +3.6% | +0.9% | +2.7% | +3.1% |
| 3M | -4.2% | -15.5% | +11.3% | +1.0% |
| 6M | +15.5% | -30.2% | +45.7% | +28.3% |
| YTD | +9.7% | -26.8% | +36.6% | +19.6% |
| 1Y | +8.3% | -25.3% | +33.6% | +17.2% |
| 3Y | +15.4% | -7.8% | +23.1% | +11.6% |
| All | -9.2% | +17.0% | -26.2% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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