+2,190.4%
AMZN vs AMCR
+102.7%
+2,087.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.3% |
| 7D | +0.8% | -1.8% | +2.6% | +1.1% |
| 30D | -6.4% | -6.0% | -0.4% | -5.3% |
| 3M | +4.8% | +18.9% | -14.1% | +1.3% |
| 6M | +20.5% | +5.7% | +14.9% | +18.7% |
| YTD | +11.3% | +11.1% | +0.2% | +8.2% |
| 1Y | +9.0% | +14.4% | -5.5% | +5.2% |
| 3Y | +85.9% | +13.0% | +72.9% | +77.6% |
| 5Y | +45.8% | -7.5% | +53.3% | +45.2% |
| 10Y | +555.5% | +20.1% | +535.4% | +516.2% |
| All | +2,190.4% | +102.7% | +2,087.6% | +2,047.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling