+130.9%
DPZ vs AMP
+503.1%
-372.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.6% | -1.3% |
| 7D | +2.2% | +3.3% | -1.2% | +1.5% |
| 30D | +6.7% | +4.2% | +2.5% | +5.8% |
| 3M | -4.5% | -6.4% | +1.9% | -3.3% |
| 6M | +3.3% | +12.4% | -9.1% | +0.9% |
| YTD | -19.4% | +7.4% | -26.9% | -20.9% |
| 1Y | -17.3% | +14.7% | -32.0% | -19.9% |
| 3Y | -8.4% | +60.8% | -69.2% | -17.4% |
| 5Y | -28.2% | +83.4% | -111.6% | -37.5% |
| 10Y | +130.9% | +473.5% | -342.7% | +68.7% |
| All | +130.9% | +503.1% | -372.2% | +68.7% |
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