+1,690.3%
ASX vs AMCR
+106.4%
+1,583.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -0.7% | -1.9% | +1.2% | -0.2% |
| 30D | +2.0% | -4.1% | +6.1% | +3.1% |
| 3M | -1.3% | +21.7% | -23.0% | -7.5% |
| 6M | +71.4% | +1.5% | +70.0% | +69.3% |
| YTD | +135.3% | +13.1% | +122.2% | +124.2% |
| 1Y | +267.5% | +16.5% | +251.0% | +245.8% |
| 3Y | +388.5% | +10.3% | +378.2% | +361.7% |
| 5Y | +417.1% | -7.7% | +424.8% | +414.7% |
| 10Y | +872.7% | +24.6% | +848.1% | +765.4% |
| All | +1,690.3% | +106.4% | +1,583.9% | +1,433.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling