+59.1%
DAL vs AMP
+14.4%
+44.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +10.7% | +3.3% | +7.4% | +8.9% |
| 30D | +12.5% | +4.2% | +8.3% | +10.2% |
| 3M | +3.6% | -6.4% | +10.1% | +7.0% |
| 6M | +26.7% | +12.4% | +14.3% | +19.3% |
| YTD | +34.3% | +7.4% | +26.8% | +28.4% |
| 1Y | +59.1% | +14.7% | +44.4% | +42.4% |
| All | +59.1% | +14.4% | +44.7% | +42.4% |
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