-51.1%
FIS vs AMP
+18.6%
-69.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +4.5% | -28.1% | -24.9% |
| 7D | -18.4% | +7.7% | -26.1% | -20.9% |
| 30D | -11.4% | +6.6% | -17.9% | -13.7% |
| 3M | -32.0% | -4.7% | -27.3% | -30.3% |
| 6M | -35.6% | +12.9% | -48.5% | -38.9% |
| YTD | -53.8% | +8.6% | -62.4% | -55.5% |
| 1Y | -51.1% | +18.2% | -69.3% | -53.7% |
| All | -51.1% | +18.6% | -69.6% | -53.7% |
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