-17.4%
ALB vs AMP
+12.5%
-29.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.6% |
| 7D | -5.8% | +3.9% | -9.7% | -6.5% |
| 30D | -4.5% | +5.1% | -9.7% | -5.6% |
| 3M | -28.1% | -8.7% | -19.4% | -27.0% |
| 6M | -53.2% | +11.4% | -64.6% | -54.7% |
| YTD | -33.3% | +7.3% | -40.6% | -37.0% |
| 1Y | -17.4% | +14.6% | -32.0% | -24.7% |
| All | -17.4% | +12.5% | -29.9% | -24.7% |
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