+270.9%
APH vs AMP
+61.6%
+209.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -2.2% |
| 7D | +4.9% | +3.9% | +1.0% | +3.3% |
| 30D | -5.4% | +5.1% | -10.5% | -7.4% |
| 3M | -5.5% | -8.7% | +3.2% | -2.0% |
| 6M | +25.9% | +11.4% | +14.5% | +18.5% |
| YTD | +16.4% | +7.3% | +9.0% | +10.0% |
| 1Y | +16.5% | +14.6% | +1.9% | +5.9% |
| 3Y | +270.9% | +61.2% | +209.6% | +158.9% |
| All | +270.9% | +61.6% | +209.3% | +158.9% |
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