+494.2%
FIX vs AMP
+61.6%
+432.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.5% | -2.1% |
| 7D | +9.4% | +3.9% | +5.5% | +7.0% |
| 30D | -27.8% | +5.1% | -32.9% | -30.3% |
| 3M | -35.6% | -8.7% | -26.9% | -32.1% |
| 6M | -45.2% | +11.4% | -56.7% | -50.3% |
| YTD | +19.5% | +7.3% | +12.1% | +9.0% |
| 1Y | +24.2% | +14.6% | +9.7% | +6.8% |
| 3Y | +494.2% | +61.2% | +432.9% | +206.0% |
| All | +494.2% | +61.6% | +432.6% | +206.0% |
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