-22.5%
LEN vs AMP
+18.6%
-41.1%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +4.5% | +2.6% | +5.9% |
| 7D | +10.5% | +7.7% | +2.8% | +8.5% |
| 30D | +24.6% | +6.6% | +18.1% | +22.7% |
| 3M | +6.6% | -4.7% | +11.4% | +7.0% |
| 6M | +10.6% | +12.9% | -2.3% | +8.6% |
| YTD | -8.3% | +8.6% | -16.9% | -13.7% |
| 1Y | -22.5% | +18.2% | -40.8% | -33.5% |
| All | -22.5% | +18.6% | -41.1% | -33.5% |
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