-41.3%
CORZ vs AMP
+18.6%
-59.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +4.5% | -14.9% | -10.8% |
| 7D | -14.9% | +7.7% | -22.6% | -15.8% |
| 30D | -23.1% | +6.6% | -29.7% | -23.8% |
| 3M | -44.1% | -4.7% | -39.3% | -43.2% |
| 6M | -39.5% | +12.9% | -52.4% | -41.6% |
| YTD | -12.4% | +8.6% | -21.0% | -15.8% |
| 1Y | -41.3% | +18.2% | -59.5% | -45.7% |
| All | -41.3% | +18.6% | -59.9% | -45.7% |
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