-42.3%
MSTR vs AMP
+18.6%
-60.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.5% | +0.6% | +2.2% |
| 7D | -1.8% | +7.7% | -9.5% | -6.2% |
| 30D | -13.3% | +6.6% | -19.9% | -16.7% |
| 3M | +46.0% | -4.7% | +50.7% | +49.8% |
| 6M | -22.4% | +12.9% | -35.4% | -29.2% |
| YTD | -6.2% | +8.6% | -14.8% | -10.6% |
| 1Y | -42.3% | +18.2% | -60.5% | -48.0% |
| All | -42.3% | +18.6% | -60.9% | -48.0% |
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