-99.9%
AMIX vs AMP
+38.7%
-138.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | 0.0% | -20.0% | -20.0% |
| 7D | -8.1% | -1.1% | -7.0% | -7.7% |
| 30D | -52.3% | +4.4% | -56.6% | -52.9% |
| 3M | -83.8% | -7.3% | -76.5% | -83.3% |
| 6M | -79.0% | +12.9% | -91.8% | -80.0% |
| YTD | -87.2% | +7.5% | -94.6% | -87.7% |
| 1Y | -91.7% | +13.3% | -105.0% | -92.2% |
| All | -99.9% | +38.7% | -138.6% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling