-23.2%
PODD vs AMP
+65.4%
-88.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -10.6% | -2.0% | -8.5% | -10.0% |
| 30D | -6.9% | -1.7% | -5.2% | -6.5% |
| 3M | -10.6% | +23.2% | -33.9% | -16.3% |
| 6M | -43.5% | +22.2% | -65.6% | -47.1% |
| YTD | -52.6% | +14.0% | -66.6% | -54.9% |
| 1Y | -60.1% | +14.0% | -74.1% | -62.1% |
| All | -23.2% | +65.4% | -88.6% | -40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling