+62.4%
CART vs AMP
+18.6%
+43.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.5% | -2.9% | +0.6% |
| 7D | +1.4% | +7.7% | -6.3% | -0.2% |
| 30D | +29.7% | +6.6% | +23.1% | +27.8% |
| 3M | +29.7% | -4.7% | +34.5% | +30.8% |
| 6M | +36.8% | +12.9% | +23.9% | +33.2% |
| YTD | +31.7% | +8.6% | +23.0% | +32.6% |
| 1Y | +62.4% | +18.2% | +44.1% | +57.6% |
| All | +62.4% | +18.6% | +43.8% | +57.6% |
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