+678.6%
AU vs AMCR
-12.3%
+691.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.3% |
| 7D | -4.3% | -6.3% | +2.0% | -1.3% |
| 30D | +7.3% | -7.8% | +15.1% | +11.6% |
| 3M | +26.3% | +7.5% | +18.8% | +21.9% |
| 6M | +1.8% | +2.7% | -0.9% | +0.2% |
| YTD | +26.8% | +6.0% | +20.8% | +23.4% |
| 1Y | +66.7% | +7.8% | +58.9% | +60.8% |
| 3Y | +579.1% | +5.8% | +573.3% | +535.1% |
| All | +678.6% | -12.3% | +691.0% | +756.0% |
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