+61.5%
ALB vs AMP
+11.4%
+50.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.3% |
| 7D | -8.1% | +0.2% | -8.3% | -8.1% |
| 30D | +6.3% | -0.1% | +6.3% | +6.2% |
| 3M | -23.6% | +23.6% | -47.1% | -27.3% |
| 6M | -24.6% | +20.4% | -45.0% | -28.1% |
| YTD | -10.3% | +15.4% | -25.7% | -15.0% |
| 1Y | +61.5% | +11.0% | +50.5% | +49.3% |
| All | +61.5% | +11.4% | +50.1% | +49.3% |
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