+569.3%
AMP vs COO
+17.0%
+552.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | -0.5% | -22.5% | +22.0% | +12.0% |
| 30D | -1.3% | -29.7% | +28.4% | +16.7% |
| 3M | +24.2% | -20.1% | +44.3% | +36.9% |
| 6M | +24.6% | -26.9% | +51.5% | +43.1% |
| YTD | +14.8% | -34.2% | +49.1% | +39.4% |
| 1Y | +12.8% | -21.3% | +34.0% | +23.5% |
| 3Y | +69.0% | -38.7% | +107.6% | +99.8% |
| 5Y | +124.9% | -52.2% | +177.1% | +205.2% |
| All | +569.3% | +17.0% | +552.3% | +560.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling