-31.9%
CORZ vs AMP
+14.4%
-46.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.2% |
| 7D | -7.8% | +3.3% | -11.1% | -8.1% |
| 30D | -14.8% | +4.2% | -19.0% | -15.2% |
| 3M | -32.5% | -6.4% | -26.0% | -31.2% |
| 6M | -42.7% | +12.4% | -55.1% | -45.0% |
| YTD | -9.8% | +7.4% | -17.3% | -13.0% |
| 1Y | -31.9% | +14.7% | -46.6% | -35.8% |
| All | -31.9% | +14.4% | -46.3% | -35.8% |
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