-80.9%
FIG vs AMP
+8.3%
-89.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.8% |
| 7D | -14.5% | 0.0% | -14.5% | -14.4% |
| 30D | -13.3% | -1.0% | -12.3% | -12.9% |
| 3M | +7.4% | +23.2% | -15.8% | -3.2% |
| 6M | -27.8% | +20.4% | -48.2% | -34.2% |
| YTD | -41.1% | +13.6% | -54.8% | -47.0% |
| 1Y | -58.7% | +13.4% | -72.1% | -63.4% |
| All | -80.9% | +8.3% | -89.2% | -83.2% |
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 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