+97.5%
PL vs AMP
+15.0%
+82.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | -7.5% | +2.6% | -10.1% | -8.4% |
| 30D | -25.6% | +0.8% | -26.4% | -25.8% |
| 3M | -45.6% | +24.3% | -69.9% | -50.9% |
| 6M | -29.5% | +20.6% | -50.1% | -35.3% |
| YTD | -9.7% | +14.6% | -24.3% | -15.6% |
| All | +97.5% | +15.0% | +82.5% | +91.3% |
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