-91.6%
AMIX vs AMP
+18.6%
-110.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.5% | -7.5% | -2.0% |
| 7D | -25.1% | +7.7% | -32.8% | -23.7% |
| 30D | -54.5% | +6.6% | -61.1% | -53.7% |
| 3M | -91.7% | -4.7% | -87.0% | -91.8% |
| 6M | -79.4% | +12.9% | -92.4% | -78.5% |
| YTD | -86.1% | +8.6% | -94.7% | -85.0% |
| 1Y | -91.6% | +18.2% | -109.8% | -84.2% |
| All | -91.6% | +18.6% | -110.1% | -84.2% |
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 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