+29.7%
M vs AMP
+14.0%
+15.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -3.8% |
| 7D | -4.1% | 0.0% | -4.1% | -4.1% |
| 30D | -13.6% | -1.0% | -12.6% | -13.3% |
| 3M | -2.3% | +23.2% | -25.5% | -9.6% |
| 6M | +21.9% | +20.4% | +1.5% | +13.6% |
| YTD | -0.6% | +13.6% | -14.2% | -5.5% |
| 1Y | +29.7% | +13.4% | +16.4% | +21.0% |
| All | +29.7% | +14.0% | +15.8% | +21.0% |
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