+485.4%
P vs AMP
+532.3%
-46.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.8% |
| 7D | +6.5% | +0.2% | +6.3% | +6.4% |
| 30D | +18.8% | -0.1% | +18.9% | +18.9% |
| 3M | +26.7% | +23.6% | +3.2% | +11.7% |
| 6M | +62.2% | +20.4% | +41.8% | +44.7% |
| YTD | +48.5% | +15.4% | +33.1% | +35.0% |
| 1Y | +26.4% | +11.0% | +15.4% | +16.5% |
| 3Y | +159.4% | +70.5% | +88.9% | +86.3% |
| 5Y | +275.8% | +121.4% | +154.4% | +129.0% |
| 10Y | +732.0% | +575.6% | +156.4% | +163.1% |
| All | +485.4% | +532.3% | -46.9% | +85.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling