+847.4%
ADBE vs AMP
+2,089.3%
-1,241.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.6% |
| 7D | -8.9% | 0.0% | -8.9% | -8.9% |
| 30D | -6.6% | -1.0% | -5.6% | -6.2% |
| 3M | +7.1% | +23.2% | -16.1% | -2.0% |
| 6M | -9.8% | +20.4% | -30.2% | -16.8% |
| YTD | -27.2% | +13.6% | -40.8% | -31.5% |
| 1Y | -28.0% | +13.4% | -41.4% | -32.3% |
| 3Y | -54.5% | +66.5% | -121.0% | -64.2% |
| 5Y | -61.5% | +120.2% | -181.7% | -73.2% |
| 10Y | +156.4% | +576.5% | -420.0% | +1.8% |
| All | +847.4% | +2,089.3% | -1,241.9% | +90.9% |
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