-52.7%
TEAM vs AMCR
-9.6%
-43.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | -7.8% | -5.0% | -2.8% | -6.0% |
| 30D | +16.5% | -8.0% | +24.5% | +20.1% |
| 3M | +96.2% | +14.3% | +81.9% | +87.8% |
| 6M | +130.2% | +5.3% | +124.9% | +125.2% |
| YTD | +10.7% | +7.7% | +3.0% | +5.3% |
| 1Y | +3.0% | +10.8% | -7.8% | -3.6% |
| 3Y | -13.1% | +9.6% | -22.7% | -25.0% |
| 5Y | -52.7% | -10.2% | -42.5% | -53.3% |
| All | -52.7% | -9.6% | -43.1% | -53.3% |
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