+7.8%
AMCR vs RVTY
+16.6%
-8.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -2.0% |
| 7D | -6.3% | -5.4% | -0.9% | -4.7% |
| 30D | -7.1% | +6.7% | -13.9% | -9.0% |
| 3M | +12.7% | +19.0% | -6.3% | +6.7% |
| 6M | +5.2% | +34.6% | -29.5% | -4.3% |
| YTD | +8.1% | +28.3% | -20.2% | -0.7% |
| 1Y | +11.7% | +46.0% | -34.3% | -1.3% |
| All | +7.8% | +16.6% | -8.8% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling