+64.4%
PPL vs AMP
+585.0%
-520.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -1.4% |
| 7D | -1.2% | +3.1% | -4.3% | -2.2% |
| 30D | +4.2% | +3.9% | +0.3% | +2.9% |
| 3M | +1.5% | -5.8% | +7.3% | +3.1% |
| 6M | +1.0% | +12.1% | -11.0% | -2.9% |
| YTD | +4.4% | +7.1% | -2.7% | +1.0% |
| 1Y | +0.8% | +14.2% | -13.4% | -4.7% |
| 3Y | +56.5% | +62.5% | -6.0% | +28.3% |
| 5Y | +47.7% | +82.6% | -34.9% | +13.2% |
| 10Y | +64.4% | +515.9% | -451.5% | -9.4% |
| All | +64.4% | +585.0% | -520.6% | -9.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling