+45.0%
AAPL vs AMP
+14.8%
+30.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.6% |
| 7D | +3.8% | -0.5% | +4.4% | +4.0% |
| 30D | +9.9% | -1.3% | +11.3% | +10.3% |
| 3M | +12.5% | +24.2% | -11.7% | +6.5% |
| 6M | +27.6% | +24.6% | +3.1% | +20.4% |
| YTD | +22.6% | +14.8% | +7.7% | +18.0% |
| 1Y | +45.0% | +12.8% | +32.2% | +39.5% |
| All | +45.0% | +14.8% | +30.2% | +39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling