+6.0%
CLSK vs AMCR
-12.3%
+18.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.6% | +8.4% | +8.0% |
| 7D | +7.7% | -6.3% | +14.0% | +13.0% |
| 30D | +12.2% | -7.8% | +20.0% | +18.6% |
| 3M | -15.5% | +7.5% | -23.0% | -23.4% |
| 6M | +39.3% | +2.7% | +36.7% | +31.3% |
| YTD | +35.1% | +6.0% | +29.0% | +21.5% |
| 1Y | +34.0% | +7.8% | +26.2% | +17.5% |
| 3Y | +226.3% | +5.8% | +220.5% | +176.3% |
| All | +6.0% | -12.3% | +18.3% | +24.1% |
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