+17.5%
LUV vs AMP
+589.3%
-571.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.0% |
| 7D | -1.0% | -0.5% | -0.4% | -0.6% |
| 30D | -12.4% | -1.3% | -11.0% | -11.6% |
| 3M | -11.0% | +24.2% | -35.2% | -21.8% |
| 6M | -5.0% | +24.6% | -29.5% | -16.9% |
| YTD | -3.8% | +14.8% | -18.6% | -11.8% |
| 1Y | +25.9% | +12.8% | +13.1% | +16.5% |
| 3Y | +42.2% | +69.0% | -26.7% | +4.2% |
| 5Y | -10.8% | +124.9% | -135.6% | -45.5% |
| All | +17.5% | +589.3% | -571.8% | -58.0% |
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 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