+132.1%
APO vs AMP
+118.7%
+13.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.6% |
| 7D | -4.9% | -2.0% | -2.8% | -3.1% |
| 30D | -8.4% | -1.7% | -6.8% | -7.0% |
| 3M | -2.1% | +23.2% | -25.3% | -19.2% |
| 6M | +19.2% | +22.2% | -2.9% | -1.2% |
| YTD | -10.5% | +14.0% | -24.5% | -21.3% |
| 1Y | -2.7% | +14.0% | -16.7% | -14.4% |
| 3Y | +52.5% | +67.0% | -14.5% | -3.9% |
| 5Y | +132.1% | +123.2% | +8.9% | +8.1% |
| All | +132.1% | +118.7% | +13.4% | +8.1% |
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