+253.4%
AG vs AMP
+66.7%
+186.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.7% | -3.2% |
| 7D | -6.7% | -0.5% | -6.2% | -6.6% |
| 30D | +2.2% | -1.3% | +3.5% | +2.5% |
| 3M | +15.7% | +24.2% | -8.5% | +7.6% |
| 6M | -23.8% | +24.6% | -48.4% | -29.3% |
| YTD | +17.6% | +14.8% | +2.8% | +11.7% |
| 1Y | +88.6% | +12.8% | +75.8% | +79.9% |
| 3Y | +253.4% | +69.0% | +184.5% | +188.0% |
| All | +253.4% | +66.7% | +186.8% | +188.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling