+227.5%
LOW vs AMP
+589.3%
-361.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | -3.7% | -0.5% | -3.2% | -3.5% |
| 30D | -8.9% | -1.3% | -7.5% | -8.4% |
| 3M | -10.4% | +24.2% | -34.6% | -18.7% |
| 6M | -19.4% | +24.6% | -44.0% | -27.2% |
| YTD | -17.1% | +14.8% | -31.9% | -22.9% |
| 1Y | -26.3% | +12.8% | -39.0% | -31.0% |
| 3Y | -9.9% | +69.0% | -78.9% | -31.7% |
| 5Y | +6.1% | +124.9% | -118.7% | -31.3% |
| All | +227.5% | +589.3% | -361.8% | +27.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling