-38.2%
LEN vs AMP
+11.4%
-49.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | -3.2% | +0.2% | -3.4% | -3.2% |
| 30D | -4.9% | -0.1% | -4.8% | -4.9% |
| 3M | -8.5% | +23.6% | -32.1% | -11.1% |
| 6M | -20.7% | +20.4% | -41.0% | -22.8% |
| YTD | -17.4% | +15.4% | -32.8% | -20.6% |
| 1Y | -38.2% | +11.0% | -49.2% | -42.9% |
| All | -38.2% | +11.4% | -49.6% | -42.9% |
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