+262.1%
APH vs AMP
+54.6%
+207.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.7% | +4.7% |
| 7D | -5.9% | +2.2% | -8.1% | -6.8% |
| 30D | -14.8% | +2.2% | -17.0% | -15.7% |
| 3M | -12.4% | -10.4% | -2.0% | -8.7% |
| 6M | +8.1% | +5.8% | +2.2% | +3.9% |
| YTD | +10.9% | +3.3% | +7.7% | +6.4% |
| 1Y | +8.8% | +11.1% | -2.3% | 0.0% |
| 3Y | +262.1% | +56.0% | +206.0% | +152.3% |
| All | +262.1% | +54.6% | +207.4% | +152.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling