+93.7%
FAST vs AMP
+54.6%
+39.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.7% |
| 7D | +2.1% | +2.2% | -0.1% | +1.2% |
| 30D | +6.9% | +2.2% | +4.7% | +5.9% |
| 3M | +4.8% | -10.4% | +15.3% | +9.0% |
| 6M | +19.8% | +5.8% | +13.9% | +16.3% |
| YTD | +34.9% | +3.3% | +31.6% | +31.6% |
| 1Y | +32.8% | +11.1% | +21.7% | +25.3% |
| 3Y | +93.7% | +56.0% | +37.7% | +49.4% |
| All | +93.7% | +54.6% | +39.1% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling