+57.4%
MAR vs AMP
+18.6%
+38.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.5% | -2.4% | +1.2% |
| 7D | +7.7% | +7.7% | 0.0% | +6.3% |
| 30D | +19.4% | +6.6% | +12.8% | +18.0% |
| 3M | +23.3% | -4.7% | +28.1% | +24.1% |
| 6M | +22.8% | +12.9% | +9.9% | +20.5% |
| YTD | +37.8% | +8.6% | +29.2% | +30.3% |
| 1Y | +57.4% | +18.2% | +39.1% | +41.3% |
| All | +57.4% | +18.6% | +38.8% | +41.3% |
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