+21,100.2%
AAPL vs AMP
+2,108.3%
+18,991.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -2.7% | +2.6% | -5.3% | -3.6% |
| 30D | +1.0% | +0.8% | +0.2% | +0.6% |
| 3M | +5.0% | +24.3% | -19.3% | -3.0% |
| 6M | +23.0% | +20.6% | +2.5% | +14.6% |
| YTD | +16.6% | +14.6% | +2.0% | +10.3% |
| 1Y | +33.4% | +14.5% | +18.9% | +25.9% |
| 3Y | +79.9% | +67.9% | +11.9% | +46.7% |
| 5Y | +109.0% | +122.5% | -13.5% | +53.0% |
| 10Y | +1,210.4% | +573.3% | +637.1% | +515.2% |
| All | +21,100.2% | +2,108.3% | +18,991.8% | +5,693.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling