+292.6%
APP vs AMP
+75.0%
+217.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.5% | +11.4% | +11.1% |
| 7D | +71.2% | +2.2% | +69.0% | +66.7% |
| 30D | +39.1% | +2.2% | +36.9% | +35.2% |
| 3M | +16.5% | -10.4% | +27.0% | +25.9% |
| 6M | -16.6% | +5.8% | -22.4% | -22.9% |
| YTD | -41.9% | +3.3% | -45.2% | -45.9% |
| 1Y | -37.0% | +11.1% | -48.1% | -45.4% |
| 3Y | +892.4% | +56.0% | +836.4% | +523.5% |
| All | +292.6% | +75.0% | +217.7% | +116.7% |
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