+59.3%
AMAT vs AMP
+14.4%
+44.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | -2.5% | +3.3% | -5.8% | -2.7% |
| 30D | -26.5% | +4.2% | -30.8% | -26.7% |
| 3M | -28.6% | -6.4% | -22.2% | -27.9% |
| 6M | -14.2% | +12.4% | -26.7% | -16.8% |
| YTD | +45.5% | +7.4% | +38.0% | +37.9% |
| 1Y | +59.3% | +14.7% | +44.6% | +44.5% |
| All | +59.3% | +14.4% | +44.9% | +44.5% |
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