+358.5%
APH vs AMP
+123.6%
+234.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.3% |
| 7D | +5.0% | +0.2% | +4.7% | +4.8% |
| 30D | -3.9% | -0.1% | -3.8% | -4.0% |
| 3M | +13.0% | +23.6% | -10.6% | +0.4% |
| 6M | +25.2% | +20.4% | +4.8% | +12.4% |
| YTD | +22.9% | +15.4% | +7.5% | +11.7% |
| 1Y | +47.8% | +11.0% | +36.9% | +36.9% |
| 3Y | +283.0% | +70.5% | +212.6% | +170.6% |
| All | +358.5% | +123.6% | +234.9% | +165.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling