+45.2%
AMZN vs AMCR
-9.6%
+54.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -2.7% | -5.0% | +2.2% | -1.0% |
| 30D | -7.5% | -8.0% | +0.5% | -4.9% |
| 3M | +5.8% | +14.3% | -8.4% | +0.5% |
| 6M | +17.5% | +5.3% | +12.2% | +14.3% |
| YTD | +9.1% | +7.7% | +1.4% | +4.0% |
| 1Y | +9.4% | +10.8% | -1.5% | +2.7% |
| 3Y | +82.2% | +9.6% | +72.6% | +60.4% |
| 5Y | +45.2% | -10.2% | +55.4% | +50.9% |
| All | +45.2% | -9.6% | +54.8% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling