+15.5%
PLD vs AMP
+122.1%
-106.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.1% |
| 7D | -0.9% | +2.6% | -3.4% | -1.9% |
| 30D | -1.2% | +0.8% | -2.0% | -1.6% |
| 3M | -2.3% | +24.3% | -26.6% | -10.9% |
| 6M | +4.5% | +20.6% | -16.0% | -3.8% |
| YTD | +10.1% | +14.6% | -4.5% | +2.9% |
| 1Y | +25.9% | +14.5% | +11.4% | +17.3% |
| 3Y | +24.4% | +67.9% | -43.5% | -5.8% |
| 5Y | +15.5% | +122.5% | -107.1% | -23.7% |
| All | +15.5% | +122.1% | -106.6% | -23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling