+17.6%
IP vs AMP
+459.2%
-441.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.3% | +0.8% |
| 7D | -0.3% | +3.9% | -4.2% | -2.3% |
| 30D | +7.9% | +5.1% | +2.8% | +5.0% |
| 3M | -15.3% | -8.7% | -6.6% | -11.4% |
| 6M | +10.5% | +11.4% | -0.9% | +3.7% |
| YTD | -9.4% | +7.3% | -16.7% | -14.0% |
| 1Y | -4.6% | +14.6% | -19.2% | -12.6% |
| 3Y | +21.2% | +61.2% | -40.0% | -8.4% |
| 5Y | -13.3% | +81.0% | -94.4% | -40.2% |
| All | +17.6% | +459.2% | -441.6% | -54.3% |
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