+916.7%
APO vs AMP
+589.3%
+327.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.3% |
| 7D | -3.5% | -0.5% | -3.0% | -3.1% |
| 30D | -6.6% | -1.3% | -5.2% | -5.6% |
| 3M | -3.3% | +24.2% | -27.5% | -17.1% |
| 6M | +22.6% | +24.6% | -2.0% | +4.6% |
| YTD | -9.8% | +14.8% | -24.6% | -18.5% |
| 1Y | -3.9% | +12.8% | -16.7% | -12.0% |
| 3Y | +52.5% | +69.0% | -16.5% | +7.8% |
| 5Y | +134.0% | +124.9% | +9.2% | +38.6% |
| All | +916.7% | +589.3% | +327.4% | +224.9% |
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 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