+25.0%
ALAB vs AMP
+14.8%
+10.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.6% | +2.3% |
| 7D | -6.2% | -0.5% | -5.7% | -6.1% |
| 30D | -8.7% | -1.3% | -7.3% | -8.5% |
| 3M | -20.7% | +24.2% | -44.9% | -24.4% |
| 6M | +133.5% | +24.6% | +109.0% | +120.6% |
| YTD | +75.1% | +14.8% | +60.2% | +73.7% |
| 1Y | +25.0% | +12.8% | +12.3% | +24.3% |
| All | +25.0% | +14.8% | +10.3% | +24.3% |
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 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