+755.6%
GOOGL vs AMP
+589.3%
+166.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.0% | +1.5% |
| 7D | 0.0% | -0.5% | +0.5% | +0.2% |
| 30D | -1.4% | -1.3% | -0.1% | -0.9% |
| 3M | -5.3% | +24.2% | -29.5% | -13.1% |
| 6M | +9.8% | +24.6% | -14.8% | +0.5% |
| YTD | +8.4% | +14.8% | -6.5% | +1.9% |
| 1Y | +41.2% | +12.8% | +28.4% | +33.2% |
| 3Y | +149.6% | +69.0% | +80.6% | +96.4% |
| 5Y | +142.6% | +124.9% | +17.7% | +68.0% |
| All | +755.6% | +589.3% | +166.3% | +325.2% |
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 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