+992.0%
ASX vs AMCR
+16.8%
+975.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.3% | +4.6% |
| 7D | +11.1% | -6.3% | +17.4% | +13.8% |
| 30D | +9.6% | -7.1% | +16.7% | +12.4% |
| 3M | +18.6% | +12.7% | +6.0% | +12.3% |
| 6M | +92.1% | +5.2% | +87.0% | +86.3% |
| YTD | +158.5% | +8.1% | +150.4% | +146.3% |
| 1Y | +271.9% | +11.7% | +260.2% | +248.0% |
| 3Y | +465.2% | +9.9% | +455.3% | +421.0% |
| 5Y | +479.4% | -8.7% | +488.1% | +477.3% |
| 10Y | +992.0% | +16.8% | +975.2% | +828.2% |
| All | +992.0% | +16.8% | +975.2% | +828.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling