+7,494.5%
APH vs AMP
+2,123.7%
+5,370.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +5.0% | +0.2% | +4.7% | +4.8% |
| 30D | -3.9% | -0.1% | -3.8% | -3.9% |
| 3M | +13.0% | +23.6% | -10.6% | +2.4% |
| 6M | +25.2% | +20.4% | +4.8% | +14.5% |
| YTD | +22.9% | +15.4% | +7.5% | +13.8% |
| 1Y | +47.8% | +11.0% | +36.9% | +38.8% |
| 3Y | +283.0% | +70.5% | +212.6% | +196.2% |
| 5Y | +349.7% | +121.4% | +228.3% | +206.9% |
| 10Y | +1,061.2% | +575.6% | +485.6% | +353.2% |
| All | +7,494.5% | +2,123.7% | +5,370.8% | +1,466.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling