-46.5%
FRSH vs AMP
+66.7%
-113.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | -0.3% |
| 7D | -6.6% | -0.5% | -6.1% | -6.3% |
| 30D | +2.1% | -1.3% | +3.4% | +3.0% |
| 3M | +29.0% | +24.2% | +4.8% | +12.7% |
| 6M | +48.6% | +24.6% | +24.1% | +29.1% |
| YTD | -2.9% | +14.8% | -17.8% | -11.3% |
| 1Y | -7.9% | +12.8% | -20.7% | -15.0% |
| 3Y | -46.5% | +69.0% | -115.5% | -66.1% |
| All | -46.5% | +66.7% | -113.2% | -66.1% |
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