+368.8%
ORCL vs AMP
+570.9%
-202.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.2% |
| 7D | +10.9% | 0.0% | +10.9% | +10.9% |
| 30D | +7.0% | -1.0% | +8.0% | +7.5% |
| 3M | -21.2% | +23.2% | -44.4% | -28.0% |
| 6M | +7.4% | +20.4% | -13.0% | -0.9% |
| YTD | -16.3% | +13.6% | -29.9% | -21.2% |
| 1Y | -32.3% | +13.4% | -45.7% | -36.4% |
| 3Y | +32.6% | +66.5% | -33.9% | +5.6% |
| 5Y | +93.1% | +120.2% | -27.1% | +35.0% |
| 10Y | +368.8% | +576.5% | -207.7% | +111.6% |
| All | +368.8% | +570.9% | -202.1% | +111.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling