+12.4%
AMT vs AMP
+18.6%
-6.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.5% | -0.4% | +3.8% |
| 7D | +6.0% | +7.7% | -1.6% | +5.6% |
| 30D | +20.1% | +6.6% | +13.5% | +19.7% |
| 3M | +12.4% | -4.7% | +17.1% | +12.2% |
| 6M | +9.9% | +12.9% | -3.0% | +9.3% |
| YTD | +14.4% | +8.6% | +5.8% | +12.2% |
| 1Y | +12.4% | +18.2% | -5.8% | +7.4% |
| All | +12.4% | +18.6% | -6.1% | +7.4% |
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