+131.1%
ADI vs AMP
+118.7%
+12.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.2% |
| 7D | +1.3% | -2.0% | +3.4% | +2.6% |
| 30D | -6.0% | -1.7% | -4.3% | -5.1% |
| 3M | -7.7% | +23.2% | -30.9% | -19.4% |
| 6M | +14.0% | +22.2% | -8.2% | -0.3% |
| YTD | +34.4% | +14.0% | +20.4% | +21.5% |
| 1Y | +48.0% | +14.0% | +34.0% | +33.5% |
| 3Y | +113.3% | +67.0% | +46.3% | +49.7% |
| 5Y | +131.1% | +123.2% | +7.9% | +35.0% |
| All | +131.1% | +118.7% | +12.4% | +35.0% |
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