+25.8%
M vs AMP
+14.6%
+11.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -3.3% | -1.1% | -2.2% | -2.8% |
| 30D | +8.1% | +4.4% | +3.7% | +6.3% |
| 3M | +2.2% | -7.3% | +9.5% | +4.9% |
| 6M | +35.1% | +12.9% | +22.2% | +29.1% |
| YTD | +15.8% | +7.5% | +8.4% | +11.9% |
| 1Y | +25.8% | +13.3% | +12.5% | +15.4% |
| All | +25.8% | +14.6% | +11.2% | +15.4% |
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