+58.1%
AMCR vs RACE
+647.6%
-589.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.3% |
| 7D | -1.9% | -2.5% | +0.7% | -1.2% |
| 30D | -4.1% | +0.8% | -4.9% | -4.3% |
| 3M | +21.7% | +17.2% | +4.5% | +16.7% |
| 6M | +1.5% | +13.6% | -12.1% | -2.0% |
| YTD | +13.1% | +12.2% | +0.9% | +9.3% |
| 1Y | +16.5% | -16.3% | +32.8% | +20.3% |
| 3Y | +10.3% | +36.4% | -26.2% | -1.2% |
| 5Y | -7.7% | +95.0% | -102.6% | -25.4% |
| 10Y | +24.6% | +813.2% | -788.6% | -5.9% |
| All | +58.1% | +647.6% | -589.5% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded RACE 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling