+1,062.4%
APH vs AMP
+570.9%
+491.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.1% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | -3.0% | -1.0% | -2.0% | -2.6% |
| 3M | +5.7% | +23.2% | -17.5% | -4.5% |
| 6M | +20.0% | +20.4% | -0.4% | +9.2% |
| YTD | +20.8% | +13.6% | +7.1% | +12.0% |
| 1Y | +40.2% | +13.4% | +26.9% | +29.8% |
| 3Y | +288.1% | +66.5% | +221.6% | +197.7% |
| 5Y | +352.5% | +120.2% | +232.3% | +201.4% |
| 10Y | +1,062.4% | +576.5% | +486.0% | +417.8% |
| All | +1,062.4% | +570.9% | +491.6% | +417.8% |
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