+78.7%
APO vs AMP
+80.8%
-2.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.6% | +0.7% |
| 7D | +5.8% | +3.9% | +1.8% | +2.2% |
| 30D | +8.9% | +5.1% | +3.8% | +4.2% |
| 3M | -13.6% | -8.7% | -5.0% | -6.3% |
| 6M | -5.4% | +11.4% | -16.8% | -14.6% |
| YTD | -13.6% | +7.3% | -21.0% | -19.8% |
| 1Y | -2.5% | +14.6% | -17.0% | -14.7% |
| 3Y | +50.9% | +61.2% | -10.4% | -1.2% |
| All | +78.7% | +80.8% | -2.1% | +1.7% |
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 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