+288.6%
AZO vs AMP
+589.3%
-300.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -3.6% | -0.5% | -3.0% | -3.4% |
| 30D | -5.6% | -1.3% | -4.2% | -5.2% |
| 3M | -6.6% | +24.2% | -30.8% | -12.5% |
| 6M | -22.5% | +24.6% | -47.1% | -27.5% |
| YTD | -15.2% | +14.8% | -30.0% | -19.2% |
| 1Y | -33.9% | +12.8% | -46.7% | -36.9% |
| 3Y | +11.8% | +69.0% | -57.2% | -7.5% |
| 5Y | +85.5% | +124.9% | -39.3% | +37.3% |
| All | +288.6% | +589.3% | -300.7% | +107.0% |
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 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