+119.2%
ORLY vs AMP
+122.1%
-3.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | +0.2% |
| 7D | -2.4% | -0.5% | -1.8% | -2.2% |
| 30D | -6.8% | -1.3% | -5.4% | -6.5% |
| 3M | -4.8% | +24.2% | -28.9% | -9.5% |
| 6M | -9.1% | +24.6% | -33.6% | -13.8% |
| YTD | -5.9% | +14.8% | -20.7% | -9.4% |
| 1Y | -20.4% | +12.8% | -33.2% | -23.2% |
| 3Y | +36.6% | +69.0% | -32.4% | +14.6% |
| All | +119.2% | +122.1% | -3.0% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling