-33.9%
KWEB vs AMP
+18.6%
-52.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.5% | 0.0% | +3.4% |
| 7D | +5.8% | +7.7% | -1.9% | +4.0% |
| 30D | -1.0% | +6.6% | -7.5% | -2.4% |
| 3M | -15.8% | -4.7% | -11.1% | -15.1% |
| 6M | -14.9% | +12.9% | -27.8% | -17.8% |
| YTD | -28.6% | +8.6% | -37.2% | -31.3% |
| 1Y | -33.9% | +18.2% | -52.2% | -37.1% |
| All | -33.9% | +18.6% | -52.5% | -37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling