-7.5%
ALLE vs AMP
+15.0%
-22.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | +2.8% | +2.6% | +0.2% | +2.2% |
| 30D | -7.6% | +0.8% | -8.5% | -7.8% |
| 3M | +22.8% | +24.3% | -1.5% | +16.9% |
| 6M | +4.6% | +20.6% | -16.0% | 0.0% |
| YTD | -1.2% | +14.6% | -15.9% | -5.2% |
| All | -7.5% | +15.0% | -22.4% | -11.3% |
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