-3.7%
APA vs AMP
+589.3%
-593.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | -0.1% |
| 7D | +4.6% | -0.5% | +5.1% | +5.0% |
| 30D | +11.9% | -1.3% | +13.2% | +12.6% |
| 3M | +22.5% | +24.2% | -1.7% | +2.1% |
| 6M | +37.5% | +24.6% | +13.0% | +13.0% |
| YTD | +87.2% | +14.8% | +72.3% | +62.0% |
| 1Y | +101.4% | +12.8% | +88.7% | +75.8% |
| 3Y | +16.9% | +69.0% | -52.1% | -27.6% |
| 5Y | +178.4% | +124.9% | +53.6% | +34.2% |
| All | -3.7% | +589.3% | -593.0% | -72.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling