+28.4%
FLEX vs AMP
+14.6%
+13.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +2.2% | -1.1% | +3.3% | +2.3% |
| 30D | -32.6% | +4.4% | -37.0% | -32.8% |
| 3M | -35.5% | -7.3% | -28.2% | -34.5% |
| 6M | -45.6% | +12.9% | -58.5% | -47.1% |
| YTD | +30.7% | +7.5% | +23.2% | +22.5% |
| 1Y | +28.4% | +13.3% | +15.0% | +13.2% |
| All | +28.4% | +14.6% | +13.8% | +13.2% |
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 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