-41.6%
ORCL vs AMP
+12.5%
-54.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.5% | -1.7% |
| 7D | +8.0% | +3.9% | +4.0% | +6.7% |
| 30D | -4.0% | +5.1% | -9.1% | -5.4% |
| 3M | -19.5% | -8.7% | -10.8% | -16.5% |
| 6M | -33.5% | +11.4% | -44.9% | -35.9% |
| YTD | -34.8% | +7.3% | -42.2% | -38.4% |
| 1Y | -41.6% | +14.6% | -56.2% | -47.1% |
| All | -41.6% | +12.5% | -54.1% | -47.1% |
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