+8.6%
AMCR vs Q
+79.8%
-71.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -1.8% |
| 7D | -6.3% | +4.9% | -11.2% | -6.7% |
| 30D | -7.8% | -11.0% | +3.2% | -6.9% |
| 3M | +7.5% | -15.2% | +22.7% | +8.5% |
| 6M | +2.7% | +8.8% | -6.1% | -0.6% |
| YTD | +6.0% | +55.1% | -49.1% | +3.8% |
| All | +8.6% | +79.8% | -71.2% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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