+367.9%
APP vs AMP
+141.4%
+226.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.5% |
| 7D | -4.4% | 0.0% | -4.4% | -4.5% |
| 30D | -10.0% | -1.0% | -9.0% | -9.5% |
| 3M | -41.4% | +23.2% | -64.7% | -50.9% |
| 6M | -41.0% | +20.4% | -61.4% | -50.1% |
| YTD | -54.7% | +13.6% | -68.4% | -60.2% |
| 1Y | -45.3% | +13.4% | -58.7% | -52.2% |
| 3Y | +624.3% | +66.5% | +557.8% | +360.5% |
| 5Y | +329.1% | +120.2% | +208.9% | +128.1% |
| All | +367.9% | +141.4% | +226.5% | +150.5% |
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