+1,086.7%
FLEX vs AMP
+570.9%
+515.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -0.9% |
| 7D | +6.4% | 0.0% | +6.3% | +6.3% |
| 30D | -5.9% | -1.0% | -4.9% | -5.4% |
| 3M | -23.5% | +23.2% | -46.7% | -34.0% |
| 6M | +83.7% | +20.4% | +63.3% | +60.2% |
| YTD | +86.5% | +13.6% | +72.8% | +67.2% |
| 1Y | +100.5% | +13.4% | +87.1% | +79.9% |
| 3Y | +469.8% | +66.5% | +403.3% | +298.1% |
| 5Y | +725.7% | +120.2% | +605.4% | +375.8% |
| 10Y | +1,086.7% | +576.5% | +510.2% | +311.6% |
| All | +1,086.7% | +570.9% | +515.8% | +311.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling