-32.0%
APP vs AMP
+14.6%
-46.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +48.9% | -1.1% | +50.0% | +49.0% |
| 30D | +49.4% | +4.4% | +45.1% | +46.2% |
| 3M | +27.0% | -7.3% | +34.3% | +29.7% |
| 6M | -15.4% | +12.9% | -28.3% | -20.7% |
| YTD | -39.9% | +7.5% | -47.4% | -44.7% |
| 1Y | -32.0% | +13.3% | -45.3% | -38.1% |
| All | -32.0% | +14.6% | -46.6% | -38.1% |
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 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