-24.9%
BABA vs AMP
+14.0%
-38.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.7% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | -17.3% | -1.0% | -16.3% | -17.2% |
| 3M | -7.8% | +23.2% | -31.0% | -12.3% |
| 6M | -16.8% | +20.4% | -37.2% | -20.8% |
| YTD | -24.7% | +13.6% | -38.3% | -28.1% |
| 1Y | -24.9% | +13.4% | -38.3% | -25.6% |
| All | -24.9% | +14.0% | -38.9% | -25.6% |
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