+1,705.1%
ASX vs AMCR
+103.0%
+1,602.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.8% | +8.4% | +7.1% |
| 7D | +0.8% | -8.5% | +9.3% | +3.8% |
| 30D | -20.4% | +6.8% | -27.2% | -21.9% |
| 3M | -2.1% | -5.0% | +2.9% | -0.8% |
| 6M | +8.2% | +13.9% | -5.7% | +3.4% |
| YTD | +137.3% | +11.2% | +126.1% | +127.0% |
| 1Y | +155.0% | +11.3% | +143.7% | +143.8% |
| 3Y | +397.9% | +15.4% | +382.6% | +364.1% |
| 5Y | +529.2% | -7.7% | +537.0% | +526.6% |
| 10Y | +1,007.5% | +20.2% | +987.3% | +889.4% |
| All | +1,705.1% | +103.0% | +1,602.2% | +1,452.7% |
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