-33.2%
DOCS vs AMP
+11.2%
-44.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.5% |
| 7D | +0.1% | +1.2% | -1.1% | -0.4% |
| 30D | +8.7% | +4.4% | +4.2% | +6.9% |
| 3M | +32.9% | -8.8% | +41.7% | +37.2% |
| 6M | +25.5% | +9.9% | +15.6% | +19.2% |
| YTD | -25.0% | +6.1% | -31.1% | -29.4% |
| All | -33.2% | +11.2% | -44.4% | -41.0% |
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