+361.0%
ORLY vs AMP
+589.3%
-228.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | +0.1% |
| 7D | -2.4% | -0.5% | -1.8% | -2.2% |
| 30D | -6.8% | -1.3% | -5.4% | -6.4% |
| 3M | -4.8% | +24.2% | -28.9% | -11.1% |
| 6M | -9.1% | +24.6% | -33.6% | -15.4% |
| YTD | -5.9% | +14.8% | -20.7% | -10.6% |
| 1Y | -20.4% | +12.8% | -33.2% | -24.2% |
| 3Y | +36.6% | +69.0% | -32.4% | +11.4% |
| 5Y | +117.3% | +124.9% | -7.5% | +56.7% |
| All | +361.0% | +589.3% | -228.3% | +136.1% |
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 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