+1.2%
EXE vs AMP
+14.8%
-13.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.1% |
| 7D | -3.1% | -0.5% | -2.6% | -3.1% |
| 30D | -0.9% | -1.3% | +0.4% | -0.8% |
| 3M | +9.6% | +24.2% | -14.6% | +7.1% |
| 6M | -11.6% | +24.6% | -36.2% | -13.6% |
| YTD | -12.6% | +14.8% | -27.4% | -14.4% |
| 1Y | +1.2% | +12.8% | -11.6% | -1.2% |
| All | +1.2% | +14.8% | -13.6% | -1.2% |
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