+292.4%
C vs AMCR
+14.6%
+277.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +1.1% |
| 7D | +0.8% | -6.3% | +7.1% | +4.3% |
| 30D | +0.9% | -7.8% | +8.7% | +5.2% |
| 3M | +1.1% | +7.5% | -6.5% | -3.8% |
| 6M | +28.4% | +2.7% | +25.7% | +24.5% |
| YTD | +20.8% | +6.0% | +14.7% | +13.4% |
| 1Y | +43.4% | +7.8% | +35.7% | +32.9% |
| 3Y | +274.9% | +5.8% | +269.1% | +238.5% |
| 5Y | +136.7% | -11.6% | +148.3% | +136.5% |
| All | +292.4% | +14.6% | +277.8% | +202.5% |
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