+477.7%
ASX vs AMCR
-9.8%
+487.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.8% |
| 7D | +6.3% | -1.8% | +8.1% | +7.0% |
| 30D | +6.4% | -6.0% | +12.4% | +8.9% |
| 3M | +13.1% | +18.9% | -5.8% | +3.9% |
| 6M | +90.3% | +5.7% | +84.6% | +83.3% |
| YTD | +149.6% | +11.1% | +138.5% | +133.1% |
| 1Y | +249.2% | +12.7% | +236.5% | +222.0% |
| 3Y | +445.9% | +9.6% | +436.3% | +386.6% |
| 5Y | +477.7% | -10.3% | +488.1% | +484.2% |
| All | +477.7% | -9.8% | +487.6% | +484.2% |
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 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