-16.4%
IDXX vs AMP
+11.4%
-27.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.4% |
| 7D | -3.5% | +0.2% | -3.8% | -3.6% |
| 30D | -8.4% | -0.1% | -8.4% | -8.4% |
| 3M | -5.2% | +23.6% | -28.8% | -11.5% |
| 6M | -17.5% | +20.4% | -37.8% | -22.5% |
| YTD | -20.9% | +15.4% | -36.3% | -25.8% |
| 1Y | -16.4% | +11.0% | -27.4% | -21.7% |
| All | -16.4% | +11.4% | -27.8% | -21.7% |
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