+30.7%
AMCR vs STLA
-53.0%
+83.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.8% | -0.5% | +2.6% |
| 7D | +6.2% | -0.6% | +6.9% | +6.4% |
| 30D | +16.0% | +3.6% | +12.5% | +15.2% |
| 3M | +4.4% | -20.6% | +25.0% | +8.9% |
| 6M | +35.5% | -34.3% | +69.8% | +46.6% |
| YTD | +21.5% | -57.3% | +78.8% | +37.0% |
| 1Y | +30.7% | -52.6% | +83.4% | +45.3% |
| All | +30.7% | -53.0% | +83.7% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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