+520.5%
PL vs AMP
+59.7%
+460.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.0% |
| 7D | +22.3% | +1.2% | +21.1% | +21.3% |
| 30D | -8.3% | +4.4% | -12.8% | -11.8% |
| 3M | -43.3% | -8.8% | -34.4% | -39.2% |
| 6M | -65.8% | +9.9% | -75.8% | -69.6% |
| YTD | -29.5% | +6.1% | -35.6% | -36.4% |
| 1Y | +11.7% | +10.6% | +1.2% | -3.8% |
| All | +520.5% | +59.7% | +460.8% | +249.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling