+504.3%
PLD vs AMP
+2,123.7%
-1,619.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.2% |
| 7D | -2.4% | +0.2% | -2.6% | -2.6% |
| 30D | -2.4% | -0.1% | -2.3% | -2.5% |
| 3M | -3.8% | +23.6% | -27.4% | -15.8% |
| 6M | 0.0% | +20.4% | -20.3% | -11.5% |
| YTD | +9.2% | +15.4% | -6.2% | -1.8% |
| 1Y | +25.9% | +11.0% | +15.0% | +15.3% |
| 3Y | +21.3% | +70.5% | -49.2% | -17.1% |
| 5Y | +14.1% | +121.4% | -107.3% | -36.6% |
| 10Y | +237.9% | +575.6% | -337.7% | -28.6% |
| All | +504.3% | +2,123.7% | -1,619.5% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling