+12.8%
AMP vs AHR
+26.4%
-13.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.7% |
| 7D | -0.5% | -2.1% | +1.6% | -0.7% |
| 30D | -1.3% | +1.9% | -3.2% | -1.2% |
| 3M | +24.2% | +15.7% | +8.5% | +25.5% |
| 6M | +24.6% | +2.5% | +22.0% | +24.3% |
| YTD | +14.8% | +15.0% | -0.2% | +16.6% |
| 1Y | +12.8% | +28.1% | -15.3% | +14.7% |
| All | +12.8% | +26.4% | -13.6% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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