-47.6%
FND vs AMP
+14.8%
-62.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.7% |
| 7D | -5.8% | -0.5% | -5.2% | -5.5% |
| 30D | -20.2% | -1.3% | -18.9% | -19.8% |
| 3M | -12.0% | +24.2% | -36.2% | -18.6% |
| 6M | -18.5% | +24.6% | -43.1% | -25.5% |
| YTD | -22.3% | +14.8% | -37.1% | -27.6% |
| 1Y | -47.6% | +12.8% | -60.4% | -53.2% |
| All | -47.6% | +14.8% | -62.4% | -53.2% |
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