+95.5%
AMD vs AMP
+18.6%
+76.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.5% | -3.5% | +1.1% |
| 7D | -15.5% | +7.7% | -23.2% | -15.4% |
| 30D | -22.6% | +6.6% | -29.2% | -22.5% |
| 3M | -5.7% | -4.7% | -1.0% | -5.0% |
| 6M | +43.1% | +12.9% | +30.2% | +40.8% |
| YTD | +128.2% | +8.6% | +119.6% | +116.7% |
| 1Y | +95.5% | +18.2% | +77.2% | +73.8% |
| All | +95.5% | +18.6% | +76.9% | +73.8% |
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