+18.0%
Q vs AMP
+18.6%
-0.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.5% | -4.6% | -1.1% |
| 7D | -3.3% | +7.7% | -10.9% | -4.9% |
| 30D | -9.7% | +6.6% | -16.3% | -11.1% |
| 3M | -16.1% | -4.7% | -11.4% | -15.0% |
| 6M | -15.7% | +12.9% | -28.6% | -20.3% |
| YTD | +45.7% | +8.6% | +37.1% | +31.1% |
| 1Y | +18.0% | +18.2% | -0.2% | -3.5% |
| All | +18.0% | +18.6% | -0.6% | -3.5% |
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