+29.7%
EQIX vs AMP
+18.6%
+11.2%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.5% | -0.5% | +4.0% |
| 7D | +4.6% | +7.7% | -3.1% | +4.9% |
| 30D | +3.0% | +6.6% | -3.6% | +3.3% |
| 3M | +0.7% | -4.7% | +5.4% | +0.3% |
| 6M | -1.7% | +12.9% | -14.6% | -0.6% |
| YTD | +39.7% | +8.6% | +31.1% | +40.0% |
| 1Y | +29.7% | +18.2% | +11.5% | +26.9% |
| All | +29.7% | +18.6% | +11.2% | +26.9% |
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 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