+510.3%
IQV vs AMP
+843.2%
-332.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | +6.2% | -1.0% | +7.2% | +6.6% |
| 3M | +38.0% | +23.2% | +14.7% | +24.9% |
| 6M | +43.9% | +20.4% | +23.5% | +31.6% |
| YTD | +14.0% | +13.6% | +0.4% | +6.9% |
| 1Y | +35.5% | +13.4% | +22.2% | +26.9% |
| 3Y | +20.3% | +66.5% | -46.1% | -6.9% |
| 5Y | -1.6% | +120.2% | -121.9% | -33.8% |
| 10Y | +233.4% | +576.5% | -343.1% | +30.3% |
| All | +510.3% | +843.2% | -332.9% | +120.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling