+13.1%
AMCR vs RACE
-14.0%
+27.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.4% |
| 7D | -1.8% | -1.0% | -0.8% | -1.5% |
| 30D | -6.0% | -1.5% | -4.5% | -5.5% |
| 3M | +18.9% | +15.5% | +3.5% | +13.0% |
| 6M | +5.7% | +17.3% | -11.6% | -0.9% |
| YTD | +11.1% | +11.1% | 0.0% | +4.6% |
| All | +13.1% | -14.0% | +27.1% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling