-56.5%
LUMN vs AMP
+589.3%
-645.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.5% |
| 7D | +2.5% | -0.5% | +3.0% | +2.8% |
| 30D | +10.3% | -1.3% | +11.7% | +11.0% |
| 3M | -18.3% | +24.2% | -42.5% | -28.1% |
| 6M | +4.4% | +24.6% | -20.2% | -8.1% |
| YTD | -10.7% | +14.8% | -25.5% | -18.6% |
| 1Y | +14.0% | +12.8% | +1.2% | +4.7% |
| 3Y | +406.6% | +69.0% | +337.6% | +289.0% |
| 5Y | -36.8% | +124.9% | -161.7% | -58.0% |
| All | -56.5% | +589.3% | -645.7% | -81.8% |
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