+75.3%
FDX vs AMP
+82.7%
-7.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.2% | +1.6% |
| 7D | +0.2% | +3.1% | -2.9% | -1.3% |
| 30D | +9.3% | +3.9% | +5.4% | +7.2% |
| 3M | +0.5% | -5.8% | +6.3% | +3.5% |
| 6M | +5.3% | +12.1% | -6.7% | -1.3% |
| YTD | +38.6% | +7.1% | +31.5% | +31.7% |
| 1Y | +53.5% | +14.2% | +39.3% | +40.6% |
| 3Y | +74.2% | +62.5% | +11.7% | +28.2% |
| 5Y | +75.3% | +82.6% | -7.3% | +14.5% |
| All | +75.3% | +82.7% | -7.4% | +14.5% |
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