-65.2%
FIS vs AMP
+118.1%
-183.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.6% | -3.0% |
| 7D | -9.1% | 0.0% | -9.1% | -9.1% |
| 30D | -10.4% | -1.0% | -9.4% | -9.9% |
| 3M | -3.7% | +23.2% | -26.9% | -13.2% |
| 6M | -24.8% | +20.4% | -45.2% | -31.6% |
| YTD | -41.6% | +13.6% | -55.2% | -45.5% |
| 1Y | -42.7% | +13.4% | -56.1% | -46.7% |
| 3Y | -26.2% | +66.5% | -92.7% | -46.9% |
| All | -65.2% | +118.1% | -183.3% | -79.4% |
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