+55.9%
EXPD vs AMP
+75.0%
-19.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.7% | -1.6% |
| 7D | -7.2% | +2.2% | -9.3% | -8.0% |
| 30D | -3.3% | +2.2% | -5.5% | -4.3% |
| 3M | +3.4% | -10.4% | +13.8% | +7.8% |
| 6M | +22.7% | +5.8% | +16.9% | +19.2% |
| YTD | +24.5% | +3.3% | +21.3% | +21.8% |
| 1Y | +38.6% | +11.1% | +27.6% | +31.5% |
| 3Y | +71.5% | +56.0% | +15.5% | +35.8% |
| All | +55.9% | +75.0% | -19.0% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling