+78.8%
IVV vs AMP
+70.1%
+8.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | +0.5% | +2.6% | -2.1% | -0.5% |
| 30D | -1.0% | +0.8% | -1.8% | -1.3% |
| 3M | +3.9% | +24.3% | -20.4% | -4.6% |
| 6M | +14.5% | +20.6% | -6.1% | +6.2% |
| YTD | +12.9% | +14.6% | -1.7% | +6.2% |
| 1Y | +19.4% | +14.5% | +4.8% | +12.1% |
| 3Y | +78.8% | +67.9% | +10.9% | +40.6% |
| All | +78.8% | +70.1% | +8.7% | +40.6% |
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