+124.8%
AAPL vs AMP
+118.7%
+6.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.4% |
| 7D | -0.5% | -2.0% | +1.5% | +0.5% |
| 30D | +7.1% | -1.7% | +8.8% | +7.9% |
| 3M | +12.1% | +23.2% | -11.1% | +1.0% |
| 6M | +25.4% | +22.2% | +3.3% | +13.1% |
| YTD | +20.5% | +14.0% | +6.5% | +11.7% |
| 1Y | +44.5% | +14.0% | +30.5% | +33.6% |
| 3Y | +85.8% | +67.0% | +18.8% | +36.7% |
| 5Y | +124.8% | +123.2% | +1.5% | +36.6% |
| All | +124.8% | +118.7% | +6.0% | +36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling