+15.8%
BABA vs AMP
+585.0%
-569.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.7% | -7.4% | -5.0% |
| 7D | +3.8% | +3.1% | +0.7% | +2.6% |
| 30D | -5.4% | +3.9% | -9.3% | -6.8% |
| 3M | -17.9% | -5.8% | -12.2% | -16.5% |
| 6M | -24.1% | +12.1% | -36.1% | -27.7% |
| YTD | -27.4% | +7.1% | -34.5% | -30.1% |
| 1Y | -36.1% | +14.2% | -50.3% | -39.9% |
| 3Y | +35.4% | +62.5% | -27.1% | +8.9% |
| 5Y | -30.1% | +82.6% | -112.7% | -46.7% |
| 10Y | +15.8% | +515.9% | -500.1% | -32.5% |
| All | +15.8% | +585.0% | -569.1% | -32.5% |
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