-45.6%
CHTR vs AMP
+18.6%
-64.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.5% | +1.2% | +4.2% |
| 7D | +14.1% | +7.7% | +6.4% | +11.5% |
| 30D | +11.6% | +6.6% | +5.0% | +9.3% |
| 3M | -21.4% | -4.7% | -16.7% | -20.4% |
| 6M | -27.3% | +12.9% | -40.2% | -27.7% |
| YTD | -42.4% | +8.6% | -51.0% | -43.0% |
| 1Y | -45.6% | +18.2% | -63.8% | -49.0% |
| All | -45.6% | +18.6% | -64.1% | -49.0% |
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 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