-66.6%
CHTR vs AMCR
+6.5%
-73.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.3% | +4.3% |
| 7D | -4.1% | -6.3% | +2.2% | -1.8% |
| 30D | -3.0% | -7.8% | +4.8% | 0.0% |
| 3M | +4.8% | +7.5% | -2.8% | +2.5% |
| 6M | -35.0% | +2.7% | -37.7% | -35.6% |
| YTD | -30.2% | +6.0% | -36.2% | -31.8% |
| 1Y | -44.8% | +7.8% | -52.6% | -46.4% |
| 3Y | -66.6% | +5.8% | -72.3% | -69.5% |
| All | -66.6% | +6.5% | -73.0% | -69.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling