+548.8%
PLTR vs AMP
+120.7%
+428.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.3% |
| 7D | 0.0% | 0.0% | 0.0% | +0.2% |
| 30D | -3.3% | -1.0% | -2.2% | -2.4% |
| 3M | +28.4% | +23.2% | +5.1% | +6.6% |
| 6M | +8.4% | +20.4% | -12.0% | -8.9% |
| YTD | -4.6% | +13.6% | -18.3% | -17.2% |
| 1Y | +4.4% | +13.4% | -8.9% | -9.5% |
| 3Y | +1,020.5% | +66.5% | +954.0% | +571.8% |
| 5Y | +548.8% | +120.2% | +428.6% | +192.2% |
| All | +548.8% | +120.7% | +428.1% | +192.2% |
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 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