+13.0%
DLR vs AMP
+18.6%
-5.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.5% | -1.9% | +2.1% |
| 7D | +2.8% | +7.7% | -4.8% | +2.1% |
| 30D | +2.8% | +6.6% | -3.8% | +2.2% |
| 3M | -4.0% | -4.7% | +0.7% | -3.7% |
| 6M | -5.6% | +12.9% | -18.5% | -6.5% |
| YTD | +21.9% | +8.6% | +13.3% | +20.4% |
| 1Y | +13.0% | +18.2% | -5.2% | +9.3% |
| All | +13.0% | +18.6% | -5.5% | +9.3% |
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