+117.8%
AMDL vs AMP
+36.8%
+81.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.7% | +12.4% | +12.4% |
| 7D | +19.9% | +2.6% | +17.4% | +16.2% |
| 30D | +6.3% | +0.8% | +5.4% | +4.6% |
| 3M | -9.9% | +24.3% | -34.2% | -32.6% |
| 6M | +394.3% | +20.6% | +373.8% | +280.6% |
| YTD | +257.3% | +14.6% | +242.7% | +179.2% |
| 1Y | +508.5% | +14.5% | +494.0% | +374.1% |
| All | +117.8% | +36.8% | +81.0% | +34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling