+106.4%
AMCR vs RBA
+449.5%
-343.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -1.9% | -2.9% | +1.1% | -1.4% |
| 30D | -4.1% | -12.3% | +8.2% | -2.0% |
| 3M | +21.7% | -20.5% | +42.2% | +26.1% |
| 6M | +1.5% | -18.5% | +20.0% | +4.7% |
| YTD | +13.1% | -18.2% | +31.4% | +16.3% |
| 1Y | +16.5% | -27.5% | +44.0% | +22.1% |
| 3Y | +10.3% | +38.1% | -27.8% | +3.4% |
| 5Y | -7.7% | +44.8% | -52.5% | -15.1% |
| 10Y | +24.6% | +187.1% | -162.5% | +4.7% |
| All | +106.4% | +449.5% | -343.1% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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