+238.8%
EQX vs AMP
+520.1%
-281.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.5% |
| 7D | -3.2% | -0.5% | -2.7% | -3.1% |
| 30D | +7.8% | -1.3% | +9.1% | +7.9% |
| 3M | +21.3% | +24.2% | -2.9% | +18.1% |
| 6M | -22.4% | +24.6% | -47.0% | -24.5% |
| YTD | -11.3% | +14.8% | -26.1% | -13.1% |
| 1Y | +13.5% | +12.8% | +0.7% | +11.4% |
| 3Y | +162.1% | +69.0% | +93.2% | +142.1% |
| 5Y | +84.2% | +124.9% | -40.7% | +64.2% |
| All | +238.8% | +520.1% | -281.3% | +302.4% |
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