-26.4%
APP vs AMP
+12.5%
-38.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.2% | +2.8% | +3.6% |
| 7D | +4.6% | +3.9% | +0.6% | +3.6% |
| 30D | +56.0% | +5.1% | +50.9% | +52.4% |
| 3M | +30.8% | -8.7% | +39.5% | +34.2% |
| 6M | -9.8% | +11.4% | -21.2% | -14.8% |
| YTD | -39.3% | +7.3% | -46.6% | -43.7% |
| 1Y | -26.4% | +14.6% | -41.0% | -32.8% |
| All | -26.4% | +12.5% | -38.9% | -32.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling