+150.1%
ALL vs AMP
+64.9%
+85.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | -5.6% | -1.0% | -4.6% | -5.3% |
| 3M | +17.2% | +23.2% | -6.0% | +10.0% |
| 6M | +23.2% | +20.4% | +2.8% | +16.3% |
| YTD | +23.6% | +13.6% | +10.0% | +18.0% |
| 1Y | +29.2% | +13.4% | +15.8% | +23.2% |
| All | +150.1% | +64.9% | +85.2% | +107.1% |
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