+76.0%
AMZN vs AMCR
+8.2%
+67.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -2.7% | -5.0% | +2.2% | -2.0% |
| 30D | -7.5% | -8.0% | +0.5% | -6.4% |
| 3M | +5.8% | +14.3% | -8.4% | +3.6% |
| 6M | +17.5% | +5.3% | +12.2% | +15.9% |
| YTD | +9.1% | +7.7% | +1.4% | +6.7% |
| 1Y | +9.4% | +10.8% | -1.5% | +6.3% |
| All | +76.0% | +8.2% | +67.8% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling