+81.1%
FDX vs AMP
+11.4%
+69.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -2.5% | +0.2% | -2.7% | -2.6% |
| 30D | +3.8% | -0.1% | +3.9% | +3.8% |
| 3M | -1.3% | +23.6% | -24.9% | -5.6% |
| 6M | +5.0% | +20.4% | -15.3% | +0.7% |
| YTD | +39.6% | +15.4% | +24.2% | +34.7% |
| 1Y | +81.1% | +11.0% | +70.2% | +74.0% |
| All | +81.1% | +11.4% | +69.8% | +74.0% |
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