+193.4%
AMAT vs AMP
+14.8%
+178.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.1% |
| 7D | +7.0% | +2.6% | +4.4% | +6.5% |
| 30D | -12.2% | +0.8% | -13.1% | -12.4% |
| 3M | -3.8% | +24.3% | -28.1% | -9.8% |
| 6M | +45.9% | +20.6% | +25.4% | +38.2% |
| YTD | +84.6% | +14.6% | +70.0% | +74.7% |
| 1Y | +193.4% | +14.5% | +178.8% | +176.3% |
| All | +193.4% | +14.8% | +178.6% | +176.3% |
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