+651.5%
ADI vs AMP
+589.3%
+62.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.1% | +4.5% |
| 7D | +4.6% | -0.5% | +5.1% | +4.9% |
| 30D | -1.2% | -1.3% | +0.2% | -0.6% |
| 3M | -7.8% | +24.2% | -32.0% | -18.3% |
| 6M | +19.3% | +24.6% | -5.2% | +5.3% |
| YTD | +40.9% | +14.8% | +26.1% | +28.9% |
| 1Y | +54.5% | +12.8% | +41.7% | +42.5% |
| 3Y | +123.4% | +69.0% | +54.5% | +66.6% |
| 5Y | +142.3% | +124.9% | +17.4% | +54.0% |
| All | +651.5% | +589.3% | +62.2% | +209.3% |
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