+130.4%
AMDL vs AMP
+14.4%
+116.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.3% | +2.6% |
| 7D | +5.4% | +3.3% | +2.1% | +5.7% |
| 30D | -36.6% | +4.2% | -40.9% | -36.2% |
| 3M | -1.0% | -6.4% | +5.5% | +0.8% |
| 6M | -12.1% | +12.4% | -24.5% | -15.4% |
| YTD | +215.1% | +7.4% | +207.7% | +186.0% |
| 1Y | +130.4% | +14.7% | +115.7% | +91.8% |
| All | +130.4% | +14.4% | +116.0% | +91.8% |
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