+8,077.9%
AMD vs AMCR
+22.4%
+8,055.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.7% | +14.0% | +14.4% |
| 7D | +6.5% | -3.8% | +10.2% | +8.5% |
| 30D | -15.3% | +8.3% | -23.6% | -18.2% |
| 3M | +9.7% | -2.7% | +12.4% | +10.3% |
| 6M | +13.2% | +16.7% | -3.5% | +4.6% |
| YTD | +140.6% | +13.2% | +127.3% | +121.1% |
| 1Y | +111.2% | +13.7% | +97.4% | +93.5% |
| 3Y | +334.4% | +17.4% | +317.0% | +281.2% |
| 5Y | +268.3% | -5.9% | +274.3% | +264.7% |
| 10Y | +8,077.9% | +22.4% | +8,055.5% | +6,956.7% |
| All | +8,077.9% | +22.4% | +8,055.5% | +6,956.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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