+87.8%
AAPL vs AMP
+66.7%
+21.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +2.8% |
| 6M | +27.6% | +24.6% | +3.1% | +16.1% |
| YTD | +22.6% | +14.8% | +7.7% | +14.8% |
| 1Y | +45.0% | +12.8% | +32.2% | +36.6% |
| 3Y | +87.8% | +69.0% | +18.8% | +56.1% |
| All | +87.8% | +66.7% | +21.1% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling