+651.6%
PLTR vs AMP
+80.5%
+571.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.6% |
| 7D | +10.7% | +1.2% | +9.5% | +9.6% |
| 30D | -17.8% | +4.4% | -22.2% | -21.0% |
| 3M | +0.3% | -8.8% | +9.1% | +7.5% |
| 6M | +26.2% | +9.9% | +16.2% | +14.4% |
| YTD | -3.5% | +6.1% | -9.6% | -12.0% |
| 1Y | -6.8% | +10.6% | -17.4% | -18.3% |
| 3Y | +772.3% | +58.8% | +713.5% | +434.7% |
| 5Y | +651.6% | +79.0% | +572.6% | +302.6% |
| All | +651.6% | +80.5% | +571.1% | +302.6% |
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 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