+195.2%
AMD vs AMP
+11.4%
+183.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +4.8% |
| 7D | +2.6% | +0.2% | +2.4% | +2.5% |
| 30D | -0.9% | -0.1% | -0.8% | -0.9% |
| 3M | -8.7% | +23.6% | -32.3% | -13.5% |
| 6M | +136.3% | +20.4% | +116.0% | +125.5% |
| YTD | +123.0% | +15.4% | +107.6% | +109.8% |
| 1Y | +195.2% | +11.0% | +184.2% | +189.1% |
| All | +195.2% | +11.4% | +183.8% | +189.1% |
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