+565.7%
AMZN vs AMCR
+14.6%
+551.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.3% |
| 7D | -0.7% | -6.3% | +5.6% | +1.0% |
| 30D | -3.9% | -7.8% | +3.9% | -2.0% |
| 3M | +6.3% | +7.5% | -1.2% | +4.0% |
| 6M | +20.8% | +2.7% | +18.1% | +19.1% |
| YTD | +11.2% | +6.0% | +5.2% | +8.2% |
| 1Y | +11.7% | +7.8% | +3.9% | +7.9% |
| 3Y | +79.4% | +5.8% | +73.7% | +70.5% |
| 5Y | +48.0% | -11.6% | +59.6% | +49.0% |
| All | +565.7% | +14.6% | +551.0% | +509.1% |
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