+75.5%
OSCR vs AMCR
+11.5%
+63.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | +5.8% | -3.3% | +9.1% | +6.6% |
| 30D | +7.1% | -5.4% | +12.6% | +8.4% |
| 3M | +36.7% | +20.0% | +16.7% | +31.2% |
| 6M | +114.3% | 0.0% | +114.2% | +105.7% |
| YTD | +124.4% | +11.5% | +112.9% | +116.0% |
| 1Y | +75.5% | +11.4% | +64.1% | +70.1% |
| All | +75.5% | +11.5% | +63.9% | +70.1% |
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 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