-55.8%
FIG vs AMP
+11.4%
-67.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -3.9% |
| 7D | -16.3% | +0.2% | -16.5% | -16.4% |
| 30D | -14.3% | -0.1% | -14.2% | -14.3% |
| 3M | +7.2% | +23.6% | -16.4% | -4.6% |
| 6M | -18.6% | +20.4% | -39.0% | -26.6% |
| YTD | -35.5% | +15.4% | -50.9% | -43.1% |
| 1Y | -55.8% | +11.0% | -66.8% | -59.2% |
| All | -55.8% | +11.4% | -67.2% | -59.2% |
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