+346.7%
ATI vs AMP
+65.4%
+281.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -3.9% | -3.8% |
| 7D | -2.7% | -2.0% | -0.7% | -1.5% |
| 30D | -13.5% | -1.7% | -11.8% | -12.6% |
| 3M | +8.5% | +23.2% | -14.7% | -6.0% |
| 6M | +25.2% | +22.2% | +3.0% | +8.4% |
| YTD | +73.4% | +14.0% | +59.4% | +54.9% |
| 1Y | +160.5% | +14.0% | +146.5% | +132.1% |
| All | +346.7% | +65.4% | +281.3% | +166.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling