+109.1%
AMDL vs AMP
+18.6%
+90.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.5% | -2.8% | +1.8% |
| 7D | -30.7% | +7.7% | -38.4% | -30.5% |
| 30D | -43.8% | +6.6% | -50.3% | -43.6% |
| 3M | -24.5% | -4.7% | -19.8% | -23.4% |
| 6M | +44.7% | +12.9% | +31.8% | +39.7% |
| YTD | +204.0% | +8.6% | +195.4% | +174.4% |
| 1Y | +109.1% | +18.2% | +90.8% | +66.1% |
| All | +109.1% | +18.6% | +90.5% | +66.1% |
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