+88.8%
APA vs AMCR
+13.1%
+75.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.3% |
| 7D | +0.5% | -1.9% | +2.4% | 0.0% |
| 30D | +23.4% | -4.1% | +27.5% | +21.9% |
| 3M | +12.7% | +21.7% | -9.0% | +19.1% |
| 6M | +39.4% | +1.5% | +37.9% | +57.1% |
| YTD | +79.0% | +13.1% | +65.8% | +89.0% |
| 1Y | +88.8% | +13.0% | +75.8% | +104.2% |
| All | +88.8% | +13.1% | +75.7% | +104.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling