+267.4%
PLD vs AMP
+503.1%
-235.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.5% |
| 7D | +0.8% | +3.3% | -2.5% | -0.5% |
| 30D | +0.5% | +4.2% | -3.8% | -1.3% |
| 3M | -5.5% | -6.4% | +0.9% | -3.2% |
| 6M | -8.3% | +12.4% | -20.7% | -13.0% |
| YTD | +4.3% | +7.4% | -3.1% | 0.0% |
| 1Y | +7.4% | +14.7% | -7.3% | +0.1% |
| 3Y | +37.1% | +60.8% | -23.8% | +9.1% |
| 5Y | +1.3% | +83.4% | -82.1% | -25.0% |
| 10Y | +267.4% | +473.5% | -206.1% | +63.2% |
| All | +267.4% | +503.1% | -235.7% | +63.2% |
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