+504.9%
ABBV vs AMP
+589.3%
-84.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | +0.3% | -0.5% | +0.8% | +0.4% |
| 30D | +3.4% | -1.3% | +4.7% | +3.7% |
| 3M | +15.2% | +24.2% | -9.0% | +8.7% |
| 6M | +14.7% | +24.6% | -9.9% | +8.0% |
| YTD | +15.2% | +14.8% | +0.4% | +10.2% |
| 1Y | +20.4% | +12.8% | +7.6% | +15.5% |
| 3Y | +91.3% | +69.0% | +22.4% | +61.2% |
| 5Y | +189.6% | +124.9% | +64.7% | +117.4% |
| All | +504.9% | +589.3% | -84.4% | +187.2% |
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