+54.4%
EXPD vs AMP
+14.8%
+39.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | -0.9% | +2.6% | -3.5% | -1.7% |
| 30D | +4.1% | +0.8% | +3.2% | +3.8% |
| 3M | +13.8% | +24.3% | -10.5% | +6.4% |
| 6M | +27.3% | +20.6% | +6.7% | +20.1% |
| YTD | +25.4% | +14.6% | +10.8% | +21.1% |
| 1Y | +54.4% | +14.5% | +39.8% | +49.4% |
| All | +54.4% | +14.8% | +39.6% | +49.4% |
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 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