+65.2%
ALAB vs AMP
+11.4%
+53.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.8% | +10.6% | +9.8% |
| 7D | +7.2% | +0.2% | +7.0% | +7.2% |
| 30D | -2.5% | -0.1% | -2.4% | -2.5% |
| 3M | -13.3% | +23.6% | -36.9% | -16.9% |
| 6M | +172.8% | +20.4% | +152.5% | +163.6% |
| YTD | +86.6% | +15.4% | +71.1% | +85.3% |
| 1Y | +65.2% | +11.0% | +54.2% | +65.8% |
| All | +65.2% | +11.4% | +53.8% | +65.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling