+526.5%
P vs AMP
+488.6%
+37.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | -4.7% | -1.1% | -3.7% | -3.8% |
| 30D | -31.4% | +4.4% | -35.8% | -33.3% |
| 3M | -2.6% | -7.3% | +4.7% | +1.0% |
| 6M | +21.9% | +12.9% | +9.0% | +12.4% |
| YTD | +58.9% | +7.5% | +51.5% | +49.5% |
| 1Y | +21.7% | +13.3% | +8.4% | +10.4% |
| 3Y | +193.3% | +60.8% | +132.5% | +116.6% |
| 5Y | +275.1% | +82.7% | +192.4% | +153.1% |
| 10Y | +655.3% | +468.7% | +186.6% | +159.2% |
| All | +526.5% | +488.6% | +37.9% | +105.5% |
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