-53.9%
DOCS vs AMP
+145.1%
-199.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.7% | -6.6% | -6.9% |
| 7D | -7.3% | +2.6% | -9.9% | -8.8% |
| 30D | -10.9% | +0.8% | -11.7% | -11.4% |
| 3M | +20.3% | +24.3% | -4.0% | +4.0% |
| 6M | -3.6% | +20.6% | -24.2% | -15.6% |
| YTD | -44.9% | +14.6% | -59.5% | -50.4% |
| 1Y | -64.9% | +14.5% | -79.4% | -68.5% |
| 3Y | +7.6% | +67.9% | -60.3% | -29.7% |
| 5Y | -74.0% | +122.5% | -196.5% | -86.5% |
| All | -53.9% | +145.1% | -199.0% | -76.5% |
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