+119.1%
ALL vs AMP
+61.6%
+57.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | 0.0% |
| 7D | +5.0% | +3.9% | +1.1% | +3.8% |
| 30D | +13.3% | +5.1% | +8.2% | +11.5% |
| 3M | +3.2% | -8.7% | +11.8% | +5.9% |
| 6M | +25.3% | +11.4% | +13.9% | +21.2% |
| YTD | +30.5% | +7.3% | +23.1% | +26.7% |
| 1Y | +29.2% | +14.6% | +14.6% | +22.6% |
| 3Y | +119.1% | +61.2% | +57.9% | +90.1% |
| All | +119.1% | +61.6% | +57.5% | +90.1% |
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