-60.6%
MSTR vs AMP
+13.8%
-74.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.3% |
| 7D | -11.2% | -2.0% | -9.2% | -9.9% |
| 30D | +33.8% | -1.7% | +35.5% | +35.3% |
| 3M | +11.5% | +23.2% | -11.8% | -4.9% |
| 6M | -7.2% | +22.2% | -29.3% | -20.6% |
| YTD | -15.4% | +14.0% | -29.4% | -23.1% |
| 1Y | -60.6% | +14.0% | -74.6% | -63.9% |
| All | -60.6% | +13.8% | -74.4% | -63.9% |
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