+42.0%
IBB vs AMP
+18.6%
+23.4%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.5% | -1.8% | +2.0% |
| 7D | +2.2% | +7.7% | -5.5% | +1.1% |
| 30D | +6.3% | +6.6% | -0.2% | +5.3% |
| 3M | +16.3% | -4.7% | +21.0% | +17.1% |
| 6M | +30.0% | +12.9% | +17.1% | +26.7% |
| YTD | +31.1% | +8.6% | +22.5% | +27.7% |
| 1Y | +42.0% | +18.2% | +23.7% | +34.8% |
| All | +42.0% | +18.6% | +23.4% | +34.8% |
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