+50.9%
APO vs AMP
+61.6%
-10.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.6% | +0.7% |
| 7D | +5.8% | +3.9% | +1.8% | +2.0% |
| 30D | +8.9% | +5.1% | +3.8% | +4.0% |
| 3M | -13.6% | -8.7% | -5.0% | -6.0% |
| 6M | -5.4% | +11.4% | -16.8% | -15.0% |
| YTD | -13.6% | +7.3% | -21.0% | -20.1% |
| 1Y | -2.5% | +14.6% | -17.0% | -15.6% |
| 3Y | +50.9% | +61.2% | -10.4% | +4.2% |
| All | +50.9% | +61.6% | -10.7% | +4.2% |
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