-33.3%
PLTD vs AMP
+11.4%
-44.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.4% | +4.4% |
| 7D | +5.9% | +0.2% | +5.7% | +6.1% |
| 30D | -11.6% | -0.1% | -11.5% | -11.6% |
| 3M | -29.9% | +23.6% | -53.5% | -24.4% |
| 6M | -28.5% | +20.4% | -48.9% | -23.5% |
| YTD | -20.4% | +15.4% | -35.8% | -14.7% |
| 1Y | -33.3% | +11.0% | -44.2% | -28.6% |
| All | -33.3% | +11.4% | -44.6% | -28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling