-98.9%
AMC vs AMP
+576.7%
-675.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.0% |
| 7D | -0.8% | +2.6% | -3.4% | -2.3% |
| 30D | -1.2% | +0.8% | -2.0% | -1.7% |
| 3M | +42.2% | +24.3% | +18.0% | +24.9% |
| 6M | +118.8% | +20.6% | +98.2% | +95.9% |
| YTD | +64.1% | +14.6% | +49.5% | +50.7% |
| 1Y | -9.5% | +14.5% | -24.1% | -17.0% |
| 3Y | -64.3% | +67.9% | -132.3% | -74.2% |
| 5Y | -99.5% | +122.5% | -222.0% | -99.7% |
| All | -98.9% | +576.7% | -675.6% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling