+199.8%
TER vs AMCR
+11.5%
+188.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.6% | +7.1% | +6.0% |
| 7D | +0.6% | -3.3% | +3.8% | +1.7% |
| 30D | -8.3% | -5.4% | -2.9% | -6.6% |
| 3M | -12.2% | +20.0% | -32.2% | -21.8% |
| 6M | +17.0% | 0.0% | +17.0% | +5.4% |
| YTD | +84.6% | +11.5% | +73.1% | +75.4% |
| 1Y | +199.8% | +11.4% | +188.4% | +190.7% |
| All | +199.8% | +11.5% | +188.3% | +190.7% |
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