+244.0%
EQIX vs AMP
+589.3%
-345.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +1.2% |
| 7D | +0.2% | -0.5% | +0.7% | +0.3% |
| 30D | -2.5% | -1.3% | -1.2% | -2.2% |
| 3M | 0.0% | +24.2% | -24.2% | -5.9% |
| 6M | +7.6% | +24.6% | -16.9% | +1.0% |
| YTD | +37.5% | +14.8% | +22.7% | +31.3% |
| 1Y | +32.9% | +12.8% | +20.1% | +27.2% |
| 3Y | +42.8% | +69.0% | -26.2% | +20.5% |
| 5Y | +35.8% | +124.9% | -89.0% | +4.8% |
| All | +244.0% | +589.3% | -345.3% | +110.5% |
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