+1,690.3%
ASX vs AMCR
+100.2%
+1,590.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.0% | +254.5% | +249.0% |
| 3Y | +388.5% | +6.9% | +381.6% | +365.9% |
| 5Y | +417.1% | -10.5% | +427.6% | +419.4% |
| 10Y | +872.7% | +20.9% | +851.9% | +773.4% |
| All | +1,690.3% | +100.2% | +1,590.1% | +1,447.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling