-4.8%
PCOR vs AMP
+11.0%
-15.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.2% | +0.5% |
| 7D | +22.7% | +2.2% | +20.6% | +21.9% |
| 30D | +37.5% | +2.2% | +35.2% | +36.3% |
| 3M | +35.2% | -10.4% | +45.6% | +42.8% |
| 6M | +42.2% | +5.8% | +36.4% | +38.9% |
| YTD | +3.6% | +3.3% | +0.3% | 0.0% |
| 1Y | -4.8% | +11.1% | -15.8% | -12.9% |
| All | -4.8% | +11.0% | -15.7% | -12.9% |
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