+87.0%
PR vs AMP
+18.6%
+68.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +4.5% | -11.0% | -6.5% |
| 7D | -12.1% | +7.7% | -19.8% | -12.2% |
| 30D | +0.9% | +6.6% | -5.7% | +0.8% |
| 3M | +10.1% | -4.7% | +14.9% | +11.2% |
| 6M | +1.1% | +12.9% | -11.8% | 0.0% |
| YTD | +63.7% | +8.6% | +55.0% | +64.5% |
| 1Y | +87.0% | +18.2% | +68.8% | +84.9% |
| All | +87.0% | +18.6% | +68.5% | +84.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling