-13.4%
FND vs AMP
+18.6%
-32.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +4.5% | +6.5% | +8.9% |
| 7D | +12.3% | +7.7% | +4.6% | +9.0% |
| 30D | +14.7% | +6.6% | +8.2% | +11.8% |
| 3M | -12.0% | -4.7% | -7.3% | -11.1% |
| 6M | +10.8% | +12.9% | -2.1% | +6.6% |
| YTD | -12.3% | +8.6% | -20.9% | -17.2% |
| 1Y | -13.4% | +18.2% | -31.6% | -25.9% |
| All | -13.4% | +18.6% | -32.0% | -25.9% |
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