+479.0%
PLD vs AMP
+1,963.1%
-1,484.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.9% | +0.6% |
| 7D | +0.7% | +3.1% | -2.4% | -1.2% |
| 30D | +0.8% | +3.9% | -3.1% | -1.7% |
| 3M | -6.1% | -5.8% | -0.3% | -3.2% |
| 6M | -8.0% | +12.1% | -20.1% | -15.0% |
| YTD | +4.7% | +7.1% | -2.4% | -1.9% |
| 1Y | +7.2% | +14.2% | -7.0% | -3.7% |
| 3Y | +39.2% | +62.5% | -23.3% | -2.6% |
| 5Y | +1.9% | +82.6% | -80.7% | -36.2% |
| 10Y | +256.8% | +515.9% | -259.2% | -19.0% |
| All | +479.0% | +1,963.1% | -1,484.1% | -60.3% |
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 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