+1,314.0%
LPLA vs AMP
+1,382.7%
-68.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.0% |
| 7D | -2.1% | +2.6% | -4.7% | -3.9% |
| 30D | -3.3% | +0.8% | -4.2% | -3.9% |
| 3M | +23.5% | +24.3% | -0.7% | +5.9% |
| 6M | +12.0% | +20.6% | -8.5% | -1.6% |
| YTD | -1.7% | +14.6% | -16.3% | -10.3% |
| 1Y | +3.2% | +14.5% | -11.3% | -6.0% |
| 3Y | +46.2% | +67.9% | -21.7% | +3.1% |
| 5Y | +144.9% | +122.5% | +22.4% | +43.0% |
| 10Y | +1,195.1% | +573.3% | +621.8% | +263.4% |
| All | +1,314.0% | +1,382.7% | -68.7% | +172.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling