-81.4%
AMIX vs AMP
+14.8%
-96.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.3% |
| 7D | -3.4% | +2.6% | -6.0% | -2.9% |
| 30D | -54.4% | +0.8% | -55.2% | -54.3% |
| 3M | -45.7% | +24.3% | -70.0% | -42.8% |
| 6M | -49.2% | +20.6% | -69.7% | -47.5% |
| YTD | -60.3% | +14.6% | -75.0% | -59.2% |
| 1Y | -81.4% | +14.5% | -95.9% | -76.0% |
| All | -81.4% | +14.8% | -96.2% | -76.0% |
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