-79.7%
AMIX vs AMP
+11.4%
-91.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -2.1% |
| 7D | -13.7% | +0.2% | -13.9% | -13.7% |
| 30D | -62.1% | -0.1% | -62.0% | -62.1% |
| 3M | -46.2% | +23.6% | -69.7% | -43.3% |
| 6M | -46.4% | +20.4% | -66.8% | -44.7% |
| YTD | -60.3% | +15.4% | -75.7% | -59.1% |
| 1Y | -79.7% | +11.0% | -90.6% | -75.3% |
| All | -79.7% | +11.4% | -91.0% | -75.3% |
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