-26.9%
INFY vs AMP
+11.4%
-38.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.9% |
| 7D | -2.9% | +0.2% | -3.1% | -3.0% |
| 30D | -6.2% | -0.1% | -6.2% | -6.2% |
| 3M | -4.9% | +23.6% | -28.5% | -13.2% |
| 6M | -16.6% | +20.4% | -36.9% | -23.3% |
| YTD | -32.9% | +15.4% | -48.4% | -37.9% |
| 1Y | -26.9% | +11.0% | -37.8% | -32.4% |
| All | -26.9% | +11.4% | -38.2% | -32.4% |
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