+62.8%
META vs AMP
+121.7%
-58.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.5% |
| 7D | +6.7% | +0.2% | +6.5% | +6.5% |
| 30D | +4.8% | -0.1% | +4.8% | +4.8% |
| 3M | -1.6% | +23.6% | -25.2% | -13.9% |
| 6M | -7.5% | +20.4% | -27.8% | -18.0% |
| YTD | -6.4% | +15.4% | -21.8% | -15.4% |
| 1Y | -17.3% | +11.0% | -28.3% | -23.6% |
| 3Y | +109.9% | +70.5% | +39.5% | +41.0% |
| All | +62.8% | +121.7% | -58.9% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling