+428.4%
AXP vs AMP
+503.1%
-74.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -0.6% | +3.3% | -4.0% | -3.0% |
| 30D | +5.0% | +4.2% | +0.7% | +1.7% |
| 3M | -4.2% | -6.4% | +2.2% | -0.1% |
| 6M | +2.9% | +12.4% | -9.5% | -5.9% |
| YTD | -11.6% | +7.4% | -19.0% | -17.2% |
| 1Y | -11.1% | +14.7% | -25.8% | -20.5% |
| 3Y | +116.7% | +60.8% | +55.9% | +51.8% |
| 5Y | +89.6% | +83.4% | +6.2% | +19.0% |
| 10Y | +428.4% | +473.5% | -45.2% | +49.4% |
| All | +428.4% | +503.1% | -74.7% | +49.4% |
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