+12.6%
COMP vs AMP
+14.8%
-2.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -2.8% |
| 7D | +4.1% | +2.6% | +1.5% | +2.1% |
| 30D | -14.5% | +0.8% | -15.4% | -14.9% |
| 3M | +41.8% | +24.3% | +17.6% | +21.5% |
| 6M | +23.6% | +20.6% | +3.0% | +7.5% |
| YTD | +1.7% | +14.6% | -12.9% | -9.4% |
| 1Y | +12.6% | +14.5% | -2.0% | -1.7% |
| All | +12.6% | +14.8% | -2.2% | -1.7% |
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