-1.5%
IOVA vs AMP
+584.2%
-585.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.6% |
| 7D | -6.4% | -2.0% | -4.4% | -5.4% |
| 30D | +25.4% | -1.7% | +27.1% | +26.1% |
| 3M | +115.3% | +23.2% | +92.1% | +89.6% |
| 6M | +56.5% | +22.2% | +34.4% | +39.1% |
| YTD | +198.2% | +14.0% | +184.2% | +172.7% |
| 1Y | +242.0% | +14.0% | +228.0% | +212.6% |
| 3Y | +36.8% | +67.0% | -30.2% | +1.4% |
| 5Y | -64.3% | +123.2% | -187.5% | -77.7% |
| All | -1.5% | +584.2% | -585.7% | -73.7% |
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 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