+26.4%
P vs AMCR
+11.5%
+14.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +3.0% | +1.4% |
| 7D | +6.5% | -3.3% | +9.8% | +6.6% |
| 30D | +18.8% | -5.4% | +24.3% | +19.1% |
| 3M | +26.7% | +20.0% | +6.8% | +24.8% |
| 6M | +62.2% | 0.0% | +62.1% | +60.0% |
| YTD | +48.5% | +11.5% | +37.0% | +53.2% |
| 1Y | +26.4% | +11.4% | +15.0% | +32.4% |
| All | +26.4% | +11.5% | +14.9% | +32.4% |
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