+1,090.2%
ATI vs AMP
+589.3%
+501.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.7% |
| 7D | -5.6% | -0.5% | -5.1% | -5.3% |
| 30D | -13.7% | -1.3% | -12.4% | -13.0% |
| 3M | -0.4% | +24.2% | -24.6% | -16.4% |
| 6M | +26.2% | +24.6% | +1.7% | +5.0% |
| YTD | +73.2% | +14.8% | +58.4% | +51.1% |
| 1Y | +161.6% | +12.8% | +148.8% | +131.0% |
| 3Y | +346.2% | +69.0% | +277.2% | +185.0% |
| 5Y | +1,047.6% | +124.9% | +922.8% | +464.1% |
| All | +1,090.2% | +589.3% | +501.0% | +151.8% |
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 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