+1,278.0%
AAPL vs AMP
+589.3%
+688.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.4% |
| 7D | +3.8% | -0.5% | +4.4% | +4.1% |
| 30D | +9.9% | -1.3% | +11.3% | +10.5% |
| 3M | +12.5% | +24.2% | -11.7% | +2.4% |
| 6M | +27.6% | +24.6% | +3.1% | +15.6% |
| YTD | +22.6% | +14.8% | +7.7% | +14.5% |
| 1Y | +45.0% | +12.8% | +32.2% | +36.1% |
| 3Y | +87.8% | +69.0% | +18.8% | +46.1% |
| 5Y | +128.7% | +124.9% | +3.8% | +55.7% |
| All | +1,278.0% | +589.3% | +688.7% | +543.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 10y: compounded portfolio wealth divided by compounded AMP 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…
10y analysis · Full analysis span regression · 6 months rolling