+16.8%
AMCR vs RBA
+189.2%
-172.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.1% | -2.6% |
| 7D | -6.3% | -1.9% | -4.4% | -5.9% |
| 30D | -7.1% | -13.0% | +5.8% | -4.2% |
| 3M | +12.7% | -23.1% | +35.8% | +19.2% |
| 6M | +5.2% | -22.6% | +27.7% | +11.0% |
| YTD | +8.1% | -20.4% | +28.5% | +12.8% |
| 1Y | +11.7% | -29.6% | +41.3% | +19.9% |
| 3Y | +9.9% | +26.6% | -16.6% | +1.8% |
| 5Y | -8.7% | +38.2% | -46.8% | -18.9% |
| 10Y | +16.8% | +194.7% | -177.9% | -13.9% |
| All | +16.8% | +189.2% | -172.4% | -13.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling