+101.4%
APA vs AMP
+14.8%
+86.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.5% |
| 7D | +4.6% | -0.5% | +5.1% | +4.6% |
| 30D | +11.9% | -1.3% | +13.2% | +12.0% |
| 3M | +22.5% | +24.2% | -1.7% | +20.6% |
| 6M | +37.5% | +24.6% | +13.0% | +36.3% |
| YTD | +87.2% | +14.8% | +72.3% | +88.6% |
| 1Y | +101.4% | +12.8% | +88.7% | +103.3% |
| All | +101.4% | +14.8% | +86.7% | +103.3% |
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