+1.4%
AVGO vs AMP
+14.8%
-13.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | +1.1% | -0.5% | +1.7% | +1.2% |
| 30D | -13.0% | -1.3% | -11.7% | -12.9% |
| 3M | -6.0% | +24.2% | -30.2% | -9.3% |
| 6M | +6.4% | +24.6% | -18.2% | +2.5% |
| YTD | +5.0% | +14.8% | -9.9% | +2.3% |
| 1Y | +1.4% | +12.8% | -11.4% | -3.0% |
| All | +1.4% | +14.8% | -13.4% | -3.0% |
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