+338.1%
DRI vs AMP
+584.2%
-246.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.1% |
| 7D | -4.8% | -2.0% | -2.8% | -3.7% |
| 30D | -5.2% | -1.7% | -3.5% | -4.3% |
| 3M | +2.7% | +23.2% | -20.5% | -9.2% |
| 6M | +3.6% | +22.2% | -18.6% | -8.4% |
| YTD | +15.4% | +14.0% | +1.4% | +5.5% |
| 1Y | +1.3% | +14.0% | -12.7% | -7.8% |
| 3Y | +53.1% | +67.0% | -13.9% | +7.6% |
| 5Y | +64.6% | +123.2% | -58.7% | -7.1% |
| All | +338.1% | +584.2% | -246.2% | +33.9% |
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