+355.9%
APH vs AMCR
-8.5%
+364.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +5.0% | -1.9% | +6.8% | +5.5% |
| 30D | -3.9% | -4.1% | +0.2% | -2.8% |
| 3M | +13.0% | +21.7% | -8.7% | +5.3% |
| 6M | +25.2% | +1.5% | +23.7% | +23.1% |
| YTD | +22.9% | +13.1% | +9.8% | +15.6% |
| 1Y | +47.8% | +13.0% | +34.9% | +38.7% |
| 3Y | +283.0% | +6.9% | +276.1% | +252.6% |
| All | +355.9% | -8.5% | +364.5% | +353.1% |
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 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