+1,050.9%
EAT vs AMP
+1,967.6%
-916.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.3% |
| 7D | -4.0% | +3.9% | -7.9% | -6.1% |
| 30D | -2.9% | +5.1% | -8.0% | -5.7% |
| 3M | -16.9% | -8.7% | -8.2% | -13.1% |
| 6M | +57.0% | +11.4% | +45.5% | +46.0% |
| YTD | +38.2% | +7.3% | +30.9% | +30.3% |
| 1Y | +69.3% | +14.6% | +54.7% | +53.3% |
| 3Y | +483.0% | +61.2% | +421.7% | +333.3% |
| 5Y | +364.1% | +81.0% | +283.1% | +223.1% |
| 10Y | +320.8% | +468.0% | -147.2% | +64.6% |
| All | +1,050.9% | +1,967.6% | -916.7% | +79.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling