-35.3%
BABA vs AMP
+18.6%
-53.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.5% | +0.4% | +4.1% |
| 7D | +4.3% | +7.7% | -3.4% | +3.0% |
| 30D | -5.0% | +6.6% | -11.5% | -6.0% |
| 3M | -18.4% | -4.7% | -13.6% | -18.0% |
| 6M | -20.3% | +12.9% | -33.2% | -22.5% |
| YTD | -27.5% | +8.6% | -36.1% | -30.0% |
| 1Y | -35.3% | +18.2% | -53.6% | -34.8% |
| All | -35.3% | +18.6% | -53.9% | -34.8% |
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 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