-16.5%
LPLA vs AMP
+18.6%
-35.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.5% | +0.2% | +0.2% |
| 7D | +15.7% | +7.7% | +8.0% | +7.6% |
| 30D | -6.2% | +6.6% | -12.7% | -11.9% |
| 3M | -12.0% | -4.7% | -7.3% | -7.8% |
| 6M | -2.7% | +12.9% | -15.6% | -14.0% |
| YTD | -12.5% | +8.6% | -21.2% | -18.5% |
| 1Y | -16.5% | +18.2% | -34.8% | -26.0% |
| All | -16.5% | +18.6% | -35.1% | -26.0% |
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