-32.2%
INFY vs AMP
+66.7%
-98.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +1.2% |
| 7D | -5.4% | -0.5% | -4.9% | -5.2% |
| 30D | -9.9% | -1.3% | -8.5% | -9.4% |
| 3M | -4.6% | +24.2% | -28.8% | -12.3% |
| 6M | -18.5% | +24.6% | -43.0% | -25.4% |
| YTD | -36.5% | +14.8% | -51.4% | -40.2% |
| 1Y | -32.8% | +12.8% | -45.5% | -36.4% |
| 3Y | -32.2% | +69.0% | -101.2% | -46.5% |
| All | -32.2% | +66.7% | -98.9% | -46.5% |
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