+145.7%
AMDL vs AMP
+26.6%
+119.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.3% | +13.1% | +13.2% |
| 7D | +103.5% | +1.2% | +102.4% | +101.5% |
| 30D | -18.3% | +4.4% | -22.8% | -21.0% |
| 3M | +20.1% | -8.8% | +28.9% | +31.6% |
| 6M | +15.9% | +9.9% | +6.0% | -1.3% |
| YTD | +303.0% | +6.1% | +296.9% | +241.1% |
| 1Y | +164.0% | +10.6% | +153.4% | +109.4% |
| All | +145.7% | +26.6% | +119.1% | +64.2% |
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