+25.8%
C vs AMCR
+11.3%
+14.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.0% |
| 7D | -0.4% | -8.5% | +8.0% | +1.5% |
| 30D | -5.3% | +6.8% | -12.1% | -6.4% |
| 3M | -8.0% | -5.0% | -3.0% | -7.0% |
| 6M | -0.3% | +13.9% | -14.1% | -3.5% |
| YTD | +8.6% | +11.2% | -2.6% | +5.9% |
| 1Y | +25.8% | +11.3% | +14.5% | +22.8% |
| All | +25.8% | +11.3% | +14.5% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling