+55.9%
DRI vs AMP
+64.9%
-9.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.3% |
| 7D | -4.8% | 0.0% | -4.8% | -4.8% |
| 30D | -3.9% | -1.0% | -2.9% | -3.6% |
| 3M | +5.1% | +23.2% | -18.2% | -2.6% |
| 6M | +5.5% | +20.4% | -14.9% | -1.6% |
| YTD | +16.5% | +13.6% | +2.8% | +10.7% |
| 1Y | +2.0% | +13.4% | -11.4% | -3.2% |
| All | +55.9% | +64.9% | -9.0% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling