+6.6%
PL vs AMP
+14.4%
-7.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +5.6% | +3.3% | +2.3% | +5.1% |
| 30D | -16.9% | +4.2% | -21.2% | -17.5% |
| 3M | -38.2% | -6.4% | -31.8% | -37.0% |
| 6M | -63.4% | +12.4% | -75.9% | -64.9% |
| YTD | -27.6% | +7.4% | -35.1% | -29.3% |
| 1Y | +6.6% | +14.7% | -8.1% | -2.8% |
| All | +6.6% | +14.4% | -7.8% | -2.8% |
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