+84.4%
PL vs AMCR
+13.6%
+70.8%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -29.6% | -3.1% | -26.5% | -29.5% |
| 7D | -29.6% | -3.1% | -26.5% | -29.5% |
| 30D | -29.6% | -3.1% | -26.5% | -29.5% |
| 3M | -29.6% | -3.1% | -26.5% | -29.5% |
| 6M | -29.6% | -3.1% | -26.5% | -29.5% |
| YTD | -9.7% | +11.1% | -20.8% | -4.7% |
| 1Y | +84.4% | +14.4% | +69.9% | +103.9% |
| All | +84.4% | +13.6% | +70.8% | +103.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · Available span rolling