+569.3%
AMP vs DAR
+366.1%
+203.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.5% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -1.3% | +2.6% | -4.0% | -2.8% |
| 3M | +24.2% | +14.2% | +10.0% | +16.5% |
| 6M | +24.6% | +17.2% | +7.4% | +14.9% |
| YTD | +14.8% | +80.9% | -66.0% | -11.7% |
| 1Y | +12.8% | +104.0% | -91.2% | -18.6% |
| 3Y | +69.0% | +3.6% | +65.3% | +54.8% |
| 5Y | +124.9% | -7.8% | +132.7% | +105.5% |
| All | +569.3% | +366.1% | +203.2% | +144.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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