+126.4%
DAL vs AMP
+574.4%
-448.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.0% |
| 7D | +3.4% | +2.6% | +0.8% | +1.6% |
| 30D | -13.6% | +0.8% | -14.4% | -14.0% |
| 3M | +1.2% | +24.3% | -23.1% | -13.2% |
| 6M | +34.5% | +20.6% | +13.9% | +17.2% |
| YTD | +14.7% | +14.6% | 0.0% | +3.2% |
| 1Y | +29.2% | +14.5% | +14.7% | +16.3% |
| 3Y | +100.0% | +67.9% | +32.0% | +40.3% |
| 5Y | +106.3% | +122.5% | -16.2% | +19.8% |
| 10Y | +126.4% | +573.3% | -446.9% | -24.8% |
| All | +126.4% | +574.4% | -448.0% | -24.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling