+214.8%
TER vs AMCR
+11.5%
+203.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | +9.4% | -5.0% | +14.3% | +11.2% |
| 30D | -2.4% | -8.0% | +5.5% | +0.2% |
| 3M | +6.5% | +14.3% | -7.7% | -3.2% |
| 6M | +23.2% | +5.3% | +17.8% | +12.5% |
| YTD | +91.5% | +7.7% | +83.7% | +84.5% |
| 1Y | +214.8% | +10.8% | +204.0% | +214.3% |
| All | +214.8% | +11.5% | +203.3% | +214.3% |
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 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