+39.4%
PPL vs AMP
+121.7%
-82.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | +2.7% | +0.2% | +2.4% | +2.6% |
| 30D | +0.5% | -0.1% | +0.5% | +0.4% |
| 3M | +0.7% | +23.6% | -22.9% | -3.4% |
| 6M | -7.6% | +20.4% | -28.0% | -11.0% |
| YTD | +1.8% | +15.4% | -13.6% | -1.5% |
| 1Y | -0.8% | +11.0% | -11.7% | -3.2% |
| 3Y | +56.9% | +70.5% | -13.6% | +34.4% |
| All | +39.4% | +121.7% | -82.3% | +9.0% |
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