+249.9%
PLD vs AMP
+570.9%
-321.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.7% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | -2.2% | -1.0% | -1.2% | -1.9% |
| 3M | -7.4% | +23.2% | -30.6% | -14.7% |
| 6M | +1.9% | +20.4% | -18.5% | -5.6% |
| YTD | +7.9% | +13.6% | -5.8% | +1.7% |
| 1Y | +25.1% | +13.4% | +11.7% | +17.7% |
| 3Y | +21.9% | +66.5% | -44.6% | -2.9% |
| 5Y | +16.3% | +120.2% | -103.9% | -18.3% |
| 10Y | +249.9% | +576.5% | -326.6% | +78.3% |
| All | +249.9% | +570.9% | -321.0% | +78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling